Privacy Policy

Last updated: June 19, 2026

Andrew Crosley, doing business as IntakePulse (“INTAKEPULSE,” “we,” “us,” or “our”) provides an AI-powered intake and case-management platform for law firms. This Privacy Policy explains what information we collect, how we use it, and the choices you have. It applies to our website at intakepulse.com, our application, and the personal information firms process through the platform, including any messages sent through the platform on a firm’s behalf.

Information We Collect

Account information: name, email address, phone number, firm name, and role for the staff who use our platform.
Intake and case information: the contact details (including phone numbers) and case information that firms collect from their leads and clients, along with call recordings, transcripts, and notes processed through the platform.
Usage information: log data, device and browser information, and analytics about how the platform is used.
Communications: records of emails, text messages, and other communications sent or received through the platform.

How We Use Information

To provide, operate, secure, and improve the platform.
To transcribe and analyze calls, qualify leads, and generate case information for the firms that use the platform.
To help firms manage follow-up tasks and reminders, and, where a firm has enabled messaging, to process and send communications that the firm initiates to its own leads and clients.
To respond to support requests and provide customer service.
To comply with legal obligations and enforce our terms.

SMS / Text Messaging

Where a firm enables messaging, the platform is designed to let the firm send appointment reminders, intake follow-ups, case updates, and related transactional messages to the leads and clients who have provided their phone number and consented to be contacted by that firm. By providing a phone number and opting in, a recipient consents to receive recurring text messages related to their matter.

How consent is collected.Contact is initiated by the individual. A person reaches a firm through a publicly listed number. During that contact, the firm’s intake staff invite them to text the firm’s messaging number. Staff also describe the messages they will receive, the message frequency, that message and data rates may apply, and how to get help or opt out. An individual consents by sending that first text, or by verbally agreeing during the call, after receiving those disclosures. Consent is requested on its own, is never pre-checked or assumed, and is not required as a condition of using the firm’s services. Firms retain records of the consent they collect.

Message frequency varies based on your interaction with the firm; messages are recurring and tied to your matter.
Message and data rates may apply from your mobile carrier.
Opt out at any time by replying STOP (or END, CANCEL, UNSUBSCRIBE, or QUIT) to any message. Reply HELP (or INFO) for assistance, or contact us at support@intakepulse.com.
Carriers are not liable for delayed or undelivered messages.

No mobile information (including phone numbers and SMS opt-in data) is sold, rented, or shared with third parties, affiliates, or lead generators for marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with any third parties. If a firm enables messaging, we would share mobile information only with service providers that help deliver those messages (for example, an SMS gateway provider), and only to the extent necessary to operate the firm’s messaging.

How We Share Information

We do not sell personal information. We share it only:

With the firm whose leads and clients the information relates to.
With service providers (subprocessors) that operate the platform on our behalf (such as hosting, database, authentication, messaging/telephony, and AI processing providers), under contracts that limit their use of the information to providing those services.
When required by law, or to protect the rights, safety, and property of INTAKEPULSE, our customers, or others.
In a business transfer, such as a merger or acquisition, subject to this Policy.

Data Retention

We retain personal information for as long as needed to provide the platform, comply with our legal obligations, resolve disputes, and enforce our agreements. Firms may request deletion of their data subject to applicable legal and contractual retention requirements.

Security

We use administrative, technical, and physical safeguards, including encryption in transit and at rest and access controls, designed to protect personal information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Choices and Rights

Depending on where you live, you may have rights to access, correct, delete, or restrict the use of your personal information, and to opt out of certain processing. To exercise these rights, contact us at support@intakepulse.com. You can opt out of text messages at any time by replying STOP.

Children’s Privacy

The platform is not directed to children under 13, and we do not knowingly collect personal information from them.

Changes to This Policy

We may update this Policy from time to time. When we do, we will revise the “Last updated” date above and, where appropriate, provide additional notice.