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Terms of Service

Last updated: August 31, 2026

These Terms incorporate our vendor disclosure — the written description of how intake data is handled, who can read it, how long it is kept, and who our subprocessors are, for Model Rule 5.3 purposes.

These Terms of Service ("Terms") govern access to and use of the getboxagent intake services ("the Service"), provided by Northstack LLC ("we", "us"). By signing up for or purchasing the Service, the law firm or business ("Customer", "you") agrees to these Terms.

1. The Service

getboxagent provides a managed intake service for law firms. We take inquiries the Customer routes to us, ask the set of intake questions the Customer has approved, screen inquiries against the Customer’s stated criteria, and deliver a written intake summary (“write-up”) to the Customer. The Service is sold in four plans:

Full Intake Desk is also offered at a higher monthly voice allowance, and Managed Intake may be added to any plan that includes it. The allowances that apply to each plan are set out in clause 2 and listed on the pricing page.

What the Service is not. We do not provide legal services and we do not give legal advice. Intake asks questions and records answers; it does not evaluate a matter, estimate its value, advise on deadlines or limitation periods, or tell an inquirer what to do. Whether to accept a matter, and every legal judgment about it, is the Customer’s. The Customer remains responsible under Model Rule 5.3 (or its state equivalent) for supervising the assistance we provide; on request we supply a written description of how intake data is handled and a list of our subprocessors.

Which plan you receive depends on what you purchase. Current plans and prices are listed on our pricing page.

Our vendor disclosure at getboxagent.com/vendor-disclosure describes in detail how intake data is handled, who can read it, how long it is kept, and who our subprocessors are. That page forms part of these Terms and is incorporated into them by reference.

2. Subscription and payment

The Service is offered on a monthly subscription per firm, at the price listed on our pricing page at the time you sign up. Pricing is locked in for the life of your subscription unless you are notified of a change in advance.

Subscriptions start through self-serve checkout from the pricing page. Payments are processed by Polar Software, Inc., acting as our online reseller and merchant of record: Polar is the seller of record for the transaction, charges your payment method, and issues your receipt. Any applicable sales tax or VAT is calculated by Polar based on where you are located and added to the listed price at checkout, so the total you are charged may be higher than the price shown on the pricing page.

Voice minute allowances, and what happens above them. Plans on which we answer a routed telephone line include a monthly allowance of answered voice minutes, measured per billing month and reset at each renewal:

Managed Intake carries no minute allowance, because it covers inquiries that reach us in writing rather than by telephone.

If usage in a billing month exceeds the allowance for your plan, we do not charge you for the excess and we do not invoice a different amount than the plan price you selected. There is no overage rate, no per-minute charge and no per-call charge under these Terms. Instead we will notify you, and before your next renewal you may either move to a plan with a higher allowance or remain on your current plan. Any change of plan takes effect from the following billing period and only with your agreement; we will not move you to a higher-priced plan without it. Where usage exceeds the allowance repeatedly and you decline to move to a plan that covers it, we may limit intake on the routed voice line to the allowance, or cancel under clause 4, in each case on at least 30 days’ written notice. We will not bill you for the excess in the meantime.

3. Refunds

There is no setup fee and no free trial — you are charged the plan price from the first month. If you are not happy with the Service, you may request a full refund of your first payment within 30 days of that payment. We will not ask you for a reason. To request a refund, email [email protected] from the address you signed up with, or open the Polar customer portal linked from your receipt. Refunds are issued by Polar back to the original payment method.

This 30-day guarantee applies to the first payment on a subscription. Later monthly renewals are not automatically refundable, but you can cancel at any time to stop the next renewal.

4. Cancellation

There is no long-term contract and no minimum term. You may cancel at any time, from the Polar customer portal linked in your receipt and billing emails, or by emailing [email protected]. Cancelling stops the next renewal; intake keeps running until the end of the billing period you have already paid for, and is switched off for your account after that.

Your write-ups after cancellation. Your panel stays readable, and your write-ups exportable, until the end of the period you have already paid for. After that, nothing is deleted because the account closed: each write-up expires on the same automatic schedule it was stored under. If you ask us to delete your write-ups, we do so immediately and confirm it to you in writing.

Retention period. A write-up is deleted automatically 90 days after it arrives. That 90 days is the default, not a fixed limit: if your firm needs a longer or shorter period — for example to match how long your jurisdiction expects conflict records to be kept — tell us and we will set it for your account.

5. Acceptable use

Our side of this clause. Intake tells the person using it what it is before it asks anything. On the written channel and on a routed voice line alike, the opening notice states that they are dealing with an automated intake system for the Customer and not with a lawyer, that it cannot give legal advice, and that nothing said creates an attorney-client relationship; on a voice line it also states that the call is recorded. We will not run a line or a form without that notice, and we will not configure one to imply that a person is answering.

The Customer agrees not to use the Service to:

6. How intake is produced

Write-ups are produced from the fixed question set the Customer has approved: intake records what the inquirer said, in the Customer’s own field structure. Intake information is what the inquirer reported and is not verified by us — the Customer is responsible for confirming anything it relies on, including running its own conflict check before acting on a write-up.

Written intake — Managed Intake. Where an inquiry reaches us in writing, the question set runs in the inquirer’s own browser and the answers are written straight into the Customer’s panel. On this channel the Service does not run inquirer information through a generative AI model, and the write-up is what the inquirer typed. That is the whole of Managed Intake, and it is the written half of Everything.

Voice intake — After-Hours Cover, Full Intake Desk, and the voice half of Everything. Where we answer a routed telephone line, the call is taken by an automated voice system, and that system uses speech recognition and a generative AI model to hold the conversation and turn it into the Customer’s fields. Section 5a of our vendor disclosure names the providers, states what is kept and for how long, and states what they are barred from doing with it. Everything clause 1 says about scope applies to this channel unchanged: the system asks the Customer’s approved question set and records answers, and is not permitted to advise, evaluate a matter, quote a fee, or take any step that would constitute the practice of law.

7. Confidentiality

We treat everything an inquirer tells us, and everything in a write-up, as confidential information of the Customer. We use it only to provide the Service to that Customer. We do not disclose it to anyone else, do not use it for our own purposes, do not use it to train or improve any model, and do not use it to market to the inquirer or to anyone else. Access is limited to what is needed to operate the Service, as described in our vendor disclosure.

Many inquirers are prospective clients of the Customer. Information learned in a consultation with a prospective client is protected under ABA Model Rule 1.18 and, once a client relationship exists, Model Rule 1.6 (or the state equivalent). We hold inquirer information to that same standard, including where the Customer declines the matter and no representation ever begins.

We disclose confidential information only where the Customer instructs us to, or where we are compelled by law — and in that case, unless we are legally barred from doing so, we notify the Customer first so it can object or seek protection.

These confidentiality obligations start when the Customer first routes an inquiry to us and survive termination of these Terms and closure of the account, without time limit.

HIPAA. Intake asks whether anyone was injured and whether they were seen by a doctor, so a write-up can contain health information — but we are not offering the Service as a HIPAA-compliant service and we cannot sign a business associate agreement that covers the whole path today. Our voice provider will sign one at no charge; the store where write-ups live offers one only under an enterprise agreement we do not hold. If your firm is a business associate of a covered entity, or otherwise needs a BAA, tell us before you subscribe and we will tell you exactly where that stands rather than sign something we cannot honour.

8. Data ownership

Intake write-ups and everything in them (names, contact details, matter details, and the inquiry itself) belong to the Customer. We act as a processor of that data on the Customer's behalf, as described in our Privacy Policy.

9. Service availability

We aim for high uptime but do not guarantee the Service will be uninterrupted or error-free. The Service depends on third-party providers — Cloudflare, Resend and Polar on every plan, and Retell AI plus its own speech, language-model and carrier providers on the plans where we answer a routed telephone line; outages on their end may delay delivery of a write-up or leave a routed line unanswered. The current list, and what each provider sees, is in section 9 of our vendor disclosure.

10. Warranty disclaimer and limitation of liability

The Service is provided "as is" without warranties of any kind. To the fullest extent permitted by law, Northstack LLC is not liable for indirect, incidental, or consequential damages arising from use of the Service, including lost inquiries, lost revenue, missed matters, or errors in an intake write-up. Our total liability for any claim is limited to the fees paid by the Customer in the 3 months preceding the claim.

11. Changes to these Terms

We may update these Terms from time to time. Material changes will be reflected by updating the "Last updated" date above, and active Customers will be notified by email.

12. Governing law

These Terms are governed by the laws of the State of New Mexico, United States, without regard to conflict-of-law principles.

13. Contact us

Northstack LLC, 1209 Mountain Road PL NE #12611, Albuquerque, NM 87110, United States.

Questions about these Terms: [email protected].