INTAKE SERVICES INC.
PRIVACY POLICY

Last updated 11/1/2026

Privacy Policy

Intake Services, Inc.

Effective Date: November 1, 2026
Website: https://www.intakeservicesinc.com

1. Introduction

Intake Services, Inc. (“Intake Services,” “Company,” “we,” “us,” or “our”) respects your privacy and is committed to handling personal information responsibly.

This Privacy Policy explains how we collect, use, disclose, retain, and protect information when you visit our website, submit an inquiry, communicate with our representatives, or use our services.

This policy applies to www.intakeservicesinc.com and to information processed by Intake Services in connection with its business operations, subject to any additional notices, agreements, or legal requirements that apply.

By using our website, you acknowledge this Privacy Policy. Where consent is legally required for a particular activity, including certain text-message communications, we will obtain that consent separately.

2. About Intake Services, Inc.

Intake Services, Inc. is a California-based legal marketing, lead generation, and intake services company serving attorneys, law firms, marketing companies, and other authorized business clients.

Our services include legal marketing, prospective-client screening, intake services, follow-up communications, retainer signing assistance, and delivery of completed intake packets to participating law firms.

Intake Services, Inc. is not a law firm and does not provide legal advice or legal representation.

3. Information We Collect

Depending on how you interact with us, we may collect the following categories of information.

Personal and business contact information

Full name
Business or law firm name
Telephone and mobile numbers
Email address
Mailing or business address
Job title or professional role
Information submitted through contact forms or consultation requests

Service and inquiry information

Services you are interested in
Geographic markets and practice areas
Business requirements and preferences
Communications with our representatives
Scheduling and appointment information

Prospective-client intake information

When providing authorized intake services, we may collect information relevant to a prospective legal matter, including accident details, injuries, insurance information, treatment information, incident dates, and other information supplied during the intake process.

Such information is collected and processed as necessary to perform authorized services, subject to applicable law, contractual requirements, and appropriate safeguards.

Website and technical information

We may collect information such as IP addresses, browser types, device information, referring websites, pages visited, and interactions with our website through cookies, analytics tools, and similar technologies.

Communication and consent records

We may maintain records of communications and messaging preferences, including the date, time, source, and method of consent; consent language presented; opt-out requests; and related communication activity.

4. How We Collect Information

We may collect information:

Directly from you through website forms, telephone calls, emails, text messages, and other communications.
Through authorized business relationships and service engagements.
During intake and retainer signing activities.
Through website analytics and technical systems.
From service providers or business partners where collection and disclosure are authorized and lawful.

We do not treat the mere possession of a telephone number as permission to send marketing text messages.

5. How We Use Information

We may use collected information to:

Respond to inquiries and provide requested information.
Schedule consultations and business meetings.
Provide marketing, intake, and administrative services.
Communicate with law firms and authorized business partners.
Screen and follow up with prospective clients as authorized.
Coordinate retainer signing and intake documentation.
Manage customer relationships and service requests.
Send authorized service-related communications.
Send marketing communications where appropriate consent has been obtained.
Maintain communication preferences and consent records.
Improve website performance and business operations.
Protect against fraud, unauthorized access, and misuse.
Comply with applicable legal and regulatory requirements.

We use personal information only for legitimate business purposes or other purposes permitted by applicable law.

6. SMS and Text Messaging Privacy

Intake Services, Inc. may offer text messaging communications to individuals who have provided the appropriate consent.

Depending on the messaging program, text messages may include:

Responses to inquiries about our services.
Consultation and appointment confirmations or reminders.
Requested business information.
Customer service and account-related updates.
Follow-up communications regarding services.
Promotional or marketing communications where separately authorized.

SMS consent is voluntary and is not a condition of purchasing services.

Providing a telephone number, submitting a general inquiry, or visiting our website does not automatically constitute consent to receive marketing text messages.

Where required, individuals must affirmatively agree to receive the applicable category of text messages.

Consent for marketing communications is collected separately from consent for non-marketing communications when both are offered.

Message frequency varies based on the services requested and the type of communications authorized. Message and data rates may apply.

You may opt out of text messages at any time by replying STOP to a message.

For assistance, reply HELP or contact Intake Services at corporate@intakeservicesinc.com.

After an opt-out request, we may send a final confirmation message and will honor the request in accordance with applicable law.

7. Mobile Information and SMS Consent — No Third-Party Marketing Sharing

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Intake Services does not sell, rent, or transfer SMS opt-in consent to other companies for their independent marketing or promotional campaigns.

Text messaging consent provided specifically to Intake Services is used for communications from Intake Services and is not treated as authorization for another business to send its own marketing messages.

We may use contracted technology providers to process or deliver authorized communications on our behalf, subject to appropriate contractual and privacy safeguards.

8. How We Disclose Information

We may disclose certain personal information when reasonably necessary to operate our business, fulfill authorized service requests, or comply with applicable law.

Service providers

We may use service providers for website hosting, customer relationship management, communications, scheduling, electronic signatures, analytics, and other business support functions.

These providers may process information on our behalf to perform authorized services.

Participating law firms and authorized service recipients

When providing legal intake or retainer signing services, Intake Services may transmit prospective-client intake information and related documentation to a participating law firm or other authorized recipient in accordance with the applicable engagement, consent, and legal requirements.

This operational disclosure is separate from the use of SMS marketing opt-in information and does not authorize the recipient to use Intake Services' text messaging consent for its own independent marketing campaigns.

Legal and regulatory purposes

We may disclose information when required by law, valid legal process, or when reasonably necessary to protect rights, safety, or security.

Business transactions

Information may be transferred in connection with a lawful merger, acquisition, reorganization, or similar transaction, subject to applicable privacy obligations and restrictions on SMS consent.

We do not authorize third parties to use SMS opt-in data for their independent promotional purposes.

9. Cookies and Website Analytics

Our website may use cookies and similar technologies to support website functionality, analyze traffic, understand visitor interactions, and improve our services.

Depending on the tools enabled on our website, third-party analytics or advertising providers may collect information about website activity.

Visitors may manage certain cookies through their browser settings or available website privacy controls.

Where applicable law requires consent or provides opt-out rights for particular tracking or advertising activities, we will provide the required choices.

Our use of website analytics does not authorize the disclosure of SMS opt-in consent for third-party marketing.

10. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or loss.

Access to personal information is limited according to business responsibilities and operational needs.

We may use reputable technology and communications providers to support the secure operation of our services.

However, no electronic transmission or storage system can be guaranteed to be completely secure.

11. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this policy, maintain business and communication records, satisfy contractual obligations, resolve disputes, and comply with applicable law.

Consent and opt-out records may be retained as necessary to demonstrate compliance and honor communication preferences.

When information is no longer required, we take reasonable steps to delete, de-identify, or securely dispose of it, subject to legal and operational requirements.

12. Your Privacy Choices and Rights

Depending on your location and applicable law, you may have rights to:

Request access to personal information we maintain about you.
Request correction of inaccurate information.
Request deletion of certain personal information.
Obtain information about applicable disclosure practices.
Opt out of certain marketing communications.
Exercise additional privacy rights available under applicable law.

You may submit a privacy request by emailing corporate@intakeservicesinc.com.

We may need to verify your identity before fulfilling certain requests.

We will respond in accordance with applicable law and will not unlawfully discriminate against individuals for exercising privacy rights.

13. California Privacy Rights

California residents may have additional rights under applicable California privacy laws, including rights concerning access, correction, deletion, and certain uses or disclosures of personal information.

The availability of these rights depends on the law's applicability, the nature of the information, and relevant exemptions.

California residents may contact us at corporate@intakeservicesinc.com to inquire about their rights or submit a privacy request.

Where legally required, we will provide additional notices and mechanisms for exercising applicable rights.

14. Children's Privacy

Our website and business services are not directed to children under 13.

We do not knowingly collect personal information directly from children under 13 through our general website services without appropriate legal authorization.

If we learn that such information has been collected improperly, we will take appropriate steps consistent with applicable law.

Information concerning minors that may be processed in an authorized legal intake engagement is handled subject to applicable privacy requirements and the relevant service relationship.

15. Third-Party Websites and Platforms

Our website may link to third-party websites or use external services such as scheduling, document signing, or communication platforms.

These providers may maintain separate privacy policies and terms of service.

We encourage visitors to review those policies before providing information directly to a third party.

16. International Visitors

Intake Services operates in the United States.

Information collected through our website and services may be processed and stored in the United States.

Where applicable, international transfers and processing are subject to relevant legal requirements.

17. Changes to This Privacy Policy

We may revise this Privacy Policy to reflect changes in our business operations, technology, legal obligations, or privacy practices.

Updates will be posted on this page with a revised effective date.

If a change requires additional notice or consent under applicable law, we will provide it as required.

18. Contact Information

For questions, privacy requests, or concerns regarding this policy, please contact: