1. Overview & Scope
These Terms of Service (“Terms”) govern your access to and use of the IntakeLatch platform, website, and services (collectively, “IntakeLatch” or the “Service”). IntakeLatch is a software product owned and operated by Innovata Lux. In these Terms, “Innovata Lux,” “IntakeLatch,” “we,” “us,” and “our” refer to Innovata Lux in its capacity as the owner and operator of IntakeLatch. By creating an agency account or utilizing the Service, you agree to be bound by these Terms.
2. Account & Roles
To access agency features, you must register for an account. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your organization.
Responsible for billing, subscription tier limits, and managing team permissions (Owner, Administrator, Member, Viewer).
Clients receive passwordless, token-hashed magic links scoped strictly to their assigned intake request.
3. Acceptable Use & Credential Policy
IntakeLatch is engineered specifically for structured client onboarding and asset collection. You agree not to use the Service to collect, store, or transmit unencrypted sensitive credentials directly.
- Plaintext website/email passwords
- Full payment card numbers or CVVs
- Social Security or national ID numbers
- Bank login passwords or seed phrases
Utilize structured access request fields (URL, Account Email, Required Access Level) or direct clients to encrypted third-party password managers (e.g., 1Password, Bitwarden).
4. Client Magic Links
IntakeLatch provides passwordless magic links for agency clients to complete intake forms without creating an account. Agencies are responsible for distributing these links to authorized recipients. IntakeLatch provides instant revocation, token rotation, and expiration tools to protect compromised links.
5. Billing & Quotas
Subscriptions are billed in advance on a recurring monthly or annual cycle via Stripe. Plans enforce active intake limits, user seat counts, and storage quotas.
You may cancel anytime via Billing Settings. Cancellations take effect at the end of the current billing cycle. Data is maintained for a standard grace period before export or final account deletion.
6. Data Ownership
You retain all intellectual property rights to the form content, responses, and uploaded assets (“Customer Data”). IntakeLatch processes Customer Data strictly to provide, maintain, and secure the Service in accordance with our Data Processing Addendum (DPA).
7. SMS Terms
By providing your mobile phone number and expressly opting in, you agree to receive automated transactional text messages from IntakeLatch concerning incomplete intake forms and onboarding requests. Consent is not a condition of purchase. Message frequency varies based on your intake activity and the reminder schedule configured by the agency that sent your intake request. Message and data rates may apply.
Reply STOP to cancel SMS reminders or HELP for assistance. For additional assistance, contact support@intakelatch.com. Carriers are not liable for delayed or undelivered messages. See our Privacy & Data Policy for information about how we process personal information and SMS consent data.
8. Limitation of Liability
To the maximum extent permitted by law, IntakeLatch shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, revenues, or data resulting from your access to or use of the Service.