Legal
Terms of Use
The terms governing use of LegalCRM.pro, provided by Aday Interactive, Inc. from Coral Gables, Florida.
Last updated: August 2026 · Counsel review pending. See the note at the end of this page.
1. Acceptance of terms
By subscribing to, accessing, or using LegalCRM.pro (the “Service”), provided by Aday Interactive, Inc. (“Company,” “we,” “us”), you (“Customer,” “Practice,” “User”) agree to be bound by these Terms of Use. If you are entering this agreement on behalf of a firm, clinic, or healthcare organization, you represent that you have authority to bind that entity.
2. Scope of service
LegalCRM.pro provides a pre-configured intake engine, lead pipeline, bilingual web forms, automated two-way SMS/email messaging, and consultation booking tools, built on encrypted third-party infrastructure identified in Section 11. LegalCRM.pro functions as a front-of-house intake and lead-management system. LegalCRM.pro is not an Electronic Health Record (case management software) and does not replace your case management software, for example Clio, MyCase, Filevine, or Valant, for case notes, diagnostic coding, or formal billing.
3. Data processing
Because a subscribing firm processes confidential client information through the Service, Company and the firm enter into a Data Processing Addendum (“DPA”), incorporated into these Terms by reference and executed before any client records are processed, never an upsell, never optional. The DPA governs Company’s obligations as a data processor; it does not by itself render the firm compliant with its advertising obligations, which remains the firm’s own responsibility. Full detail on how this works, including what we cannot yet confirm about the platform’s own coverage, is on the Advertising Compliance page.
4. Customer responsibilities and acceptable use
Customer agrees to:
- Maintain confidentiality of account credentials;
- Restrict staff user access according to role-based permissions;
- Obtain all necessary client consent for SMS, email, and voice communications;
- Comply with applicable federal law (including the TCPA, CAN-SPAM, and the Florida Bar advertising rules) and Florida law regarding electronic and telephonic communications; and
- Keep case detail, diagnosis, and treatment specifics out of automated outbound messages. Those channels are configured for scheduling and logistics only.
5. Subscriptions, billing, and cancellation
LegalCRM.pro subscriptions are billed in advance, monthly or on a discounted annual basis. You may cancel with 30 days’ written notice through our contact page or by phone at (305) 209-8453.
On cancellation, we will export your contacts, form submissions, and pipeline history in good faith on request, as described in the Privacy Policy. We do not commit to a specific retention window or destruction timeline for data held on the underlying platform, because the platform itself does not publish one for confidential client information. We would rather say that plainly than promise a service level we do not control. If a encrypted account is being handed to a different agency, that transfer is only possible if the receiving agency also holds the platform’s encrypted configuration; otherwise the data must be migrated rather than transferred as an account.
If we cease operating. The platform’s own terms give you a route that does not depend on us answering. A sub-account may be transferred without the agency’s approval where the customer has requested it through the platform’s in-app transfer process, the agency has not responded for at least 30 days, and the agency’s account has been cancelled, force-cancelled for non-payment and not reactivated within 30 days, or terminated for breach. Begin with the in-app transfer request; that is the step that starts the clock. The platform also retains account data for 90 days after termination before it may be permanently deleted.
One risk we will not bury. The platform ties its Data Processing Addendum to an active, paid subscription to its encrypted-platform subscription, and states that on non-payment the DPA is immediately and automatically terminated without further notice. That is why we treat the module as a permanent budgeted commitment. Separately, our own obligation as a data processor, to return or securely destroy confidential client information when the agreement ends, or to document why that is infeasible and continue protecting it, survives the end of this agreement and does not lapse because a company winds down. See Advertising Compliance for the full position.
6. Limitation of liability
To the maximum extent permitted by law, Company’s total aggregate liability arising out of or related to the Service will not exceed the total amount paid by Customer to Company in the twelve (12) months preceding the incident. Company is not liable for indirect, incidental, punitive, or consequential damages.
7. Termination
Either party may terminate as described in Section 5. We may suspend or terminate access immediately for a material breach of these Terms, including misuse of client communication channels or failure to pay. Sections that by their nature should survive termination, including the DPA’s data-handling obligations, confidentiality, and limitation of liability, do survive.
8. Governing law
These Terms are governed by the laws of the State of Florida, without regard to its conflict-of-laws principles. Any dispute not otherwise resolved will be brought in the state or federal courts located in Miami-Dade County, Florida.
9. No legal or case advice
LegalCRM.pro is a software and configuration service. Nothing in the Service or these Terms constitutes legal, case, or billing advice. Your firm remains responsible for its own compliance program, case judgment, and business decisions.
10. Changes to these terms
We may update these Terms from time to time. Material changes will be communicated to active subscribers before taking effect. The date at the top of this page reflects the last substantive revision.
11. Third-party services
LegalCRM.pro is assembled from third-party services rather than built from nothing, and the ones that touch your data are named here. This is the list; the service is not described elsewhere on this site by supplier, because a supplier list belongs in the terms and not in a sales page.
Entries marked Planned are not in use yet. They are listed early so this page does not need rewriting the week they are switched on, and so you can raise them in a vendor review before rather than after. Nothing marked planned is processing anything today. The Cookie Policy states what this site actually sets right now, which is currently nothing beyond what the page needs to function.
| Provider | What it does | Reaches client data | Status |
|---|---|---|---|
| Aday Interactive, Inc. | Operates LegalCRM.pro, configures your account, and is the party that signs the Data Processing Addendum with your firm. Coral Gables, Florida. | Yes | In use |
| HighLevel, LLC | CRM, messaging, telephony, scheduling and automation infrastructure, and the encrypted environment it runs in. | Yes | In use |
| Retell AI · Synthflow · Botpress | AI voice and conversation providers, disclosed by the platform provider as its own subprocessors. DPA status unpublished, which is why our voice agents are scoped to scheduling and logistics only. | Possible | In use |
| Stripe, Inc. | Card processing for subscriptions. Card details are submitted to Stripe directly and are not stored on our systems. | No | Planned |
| Google LLC | Web fonts and Google Analytics 4 on this marketing site. Analytics runs on the marketing site only, never inside a firm workspace, and never on a page that carries client data. | No | In use |
| PostHog, Inc. | Product analytics for this marketing site. Same boundary as above: marketing pages only, never a firm workspace. | No | Planned |
Where a provider processes client data, it does so as a subcontractor processor under the chain described on the Advertising Compliance page, which also records what that provider does and does not publish about its own coverage. Integrations a firm chooses to connect itself, Zapier, Make, webhooks, the public API, calendar sync, payment links, case management software connectors, sit outside that boundary and are the firm’s own arrangements with those vendors.
We will update this list when it changes rather than describing it in general terms. If you need it as of a specific date for your own vendor file, ask and we will send it.
12. Contact
Questions about these Terms can be directed through our contact page or by phone at (305) 209-8453.
This information is general and does not constitute legal advice. We are not attorneys. Consult qualified healthcare counsel regarding your firm’s specific obligations. These Terms are pending review by Florida healthcare counsel.