Terms of service
Last updated August 2026
These terms cover the founding client program described on the pricing page. They are written to be read, not to be survived.
1. What the service is
An AI phone agent that answers calls forwarded from your practice line, identifies itself as an automated assistant, records the call, captures the caller’s name, callback number and reason for calling, and either proposes or books an appointment time according to the mode you choose.
2. What the service is not
The agent is configured to refuse, and you agree not to rely on it for:
- Clinical, medical or dental advice of any kind
- Insurance verification, coverage questions or billing disputes
- Complaint handling
- Prescription or medication questions
- Triage or assessment of the severity of a caller’s condition
Calls of this kind are taken down as a message and routed to a human at your practice. The agent is not a medical device, not a clinician, and not an emergency service. Your emergency instructions, in your words, are read to the caller and the call is transferred or paged as you specify during setup.
3. Fees
- $500 one-time, to build and launch.
- The first 30 days of service after go-live are free.
- $697 per month after that, held at that rate for your first 12 months of paid service.
After the 12-month price lock, the service continues month to month.
4. The service standard, and the refund it triggers
Through the first 30 days of service you receive three figures in writing every week:
- the share of forwarded calls answered within three rings, which will be 95% or higher;
- the share of callers whose callback number was read back to them, which will be 100%;
- the number of clinical, insurance or billing questions the agent answered, which will be zero — those calls are taken down and routed to a human instead.
If any one of those three is missed in any week of the first 30 days, the $500 build fee is refunded in full and the following month of service is provided at no charge. You do not have to request it. The figures come from the weekly report, so the remedy follows from the report rather than from a claim you have to make, and the standard is not a matter of opinion on either side.
This is not a promise of a number of booked appointments, which depends on your call volume and your team rather than on the agent.
Every recording and transcript from the trial period remains yours whether or not the refund is triggered.
5. Cancellation
You can stop the service at any time by removing the call forward from your line, without notifying us first. There is no cancellation fee and no minimum term after the price-lock period. Fees already paid for the current month are not pro-rated.
6. Your responsibilities
- Providing accurate hours, appointment types and emergency instructions, and telling us when they change.
- Confirming proposed appointments into your practice management software. In request mode, nothing is booked until your team approves it.
- Meeting your own obligations to your patients, including any regulatory obligations that apply to your practice.
7. Data
Recordings, transcripts and the lead sheet are yours. They are exported on request at any time, including after cancellation. See the privacy policy for how data is handled and how to have it deleted.
8. Availability and failure
The service depends on third-party telephony and speech providers and is provided without an uptime guarantee. Call forwarding is conditional: if the agent does not answer, calls follow your existing fallback — normally your own voicemail — so a failure of this service returns you to how your line behaved before it was installed.
9. Limitation of liability
To the extent permitted by law, liability for any claim arising from the service is limited to the fees you paid in the three months before the claim. We are not liable for indirect or consequential loss, including lost revenue or lost patients.
10. Changes
If these terms change, clients on the founding program are told in writing before the change takes effect, and the price lock is honoured for its full 12 months regardless.
11. Contact
This page is a plain-English summary of how the program operates. It is not legal advice.