Terms and Conditions

Please read these terms before you use Smart Intake.

Smart Intake is a tool that helps you collect information from your clients and organize it into documents. It is not legal advice. Simplarity is not a law firm, and using this tool does not create an attorney and client relationship between Simplarity and you, or between Simplarity and your clients.

Parts of this tool are assisted by artificial intelligence, and artificial intelligence can make mistakes. Information in any intake, summary, checklist, or document this tool produces may be incomplete or wrong. You must verify all information against the client's own source documents before you rely on it or file anything.

You are responsible for your own professional judgment, for the advice you give your clients, and for everything you file or send on their behalf. The tool does not replace your judgment, and no output from it should be treated as a legal conclusion.

Client information entered into this tool is not stored on Simplarity's servers. It stays on the device being used and in the documents you create, and Simplarity does not keep a copy of it.

By using this tool, you agree to hold Simplarity harmless from claims, losses, or damages that arise from your use of the tool or its outputs, except where the law does not allow such a release.

Your subscription.

Your Smart Intake subscription renews at the start of each new billing cycle until you cancel. If a payment is missed, a 7-day grace period follows the missed payment. If payment is still not made when the grace period ends, your account pauses until payment is made. A paused account is never deleted: your account, your business setup, and your information stay saved and are available again as soon as your account resumes.