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Terms

Terms of Service

The terms on which we provide intake and call-handling services, and the terms governing use of this website.

1. This agreement

These terms are an agreement between you (the “Firm”) and WarmTransfer Solutions, LLC, a Wyoming limited liability company trading as Warm Transfer Solutions (“we”, “us”). They govern your use of this website and the intake and call-handling services we provide under any service plan agreed between us (your “Service Plan”).

Your Service Plan sets out the plan you have selected, your billing term, your rates, and anything agreed specifically for your firm. Where your Service Plan differs from these terms, your Service Plan governs.

Section 16 requires disputes to be resolved by binding individual arbitration. You and we each waive the right to a jury trial and the right to bring or take part in a class, collective, or representative action. Please read it.

2. What we do

We complete initial intake on calls your firm routes to us, screen each inquiry against criteria your firm has defined and approved, and deliver qualified inquiries to you with a completed intake summary — by email, or through an API integration where supported.

We do not:

decide whether your firm should accept a matter; provide legal advice to callers or to you; replace attorney or staff review; or apply criteria your firm has not approved.

Every decision about whether to pursue, accept, or decline a matter rests with your firm.

3. Your firm's responsibilities

Your firm is responsible for:

Defining the criteria. The intake questions, accepted case types, and qualification standards we apply are yours. We follow them as approved and will not apply criteria you have not agreed.

Notice and consent for recording. Calls reach your firm first and are routed to us by you. Any notice to the caller that a call may be recorded, and any consent required by law before recording, is given by your firm before the call reaches us. You confirm you have given that notice and obtained any required consent.

Reviewing what we deliver. You will review the inquiries we deliver and make your own decision on each. Our screening supports your review; it does not replace it.

Lawful instructions. You confirm you are entitled to instruct us to collect and process caller information, and that our doing so on your instructions is lawful.

4. Plans, minutes, and how we bill

Each plan includes a monthly base price and an allowance of included minutes. Minutes beyond that allowance are billed at your plan’s published per-minute rate. Both the base price and the per-minute rate depend on whether you are on a month-to-month or twelve-month term.

Overnight minutes. Calls handled between 10 PM and 6 AM Pacific Time carry an additional $0.15 per minute, on every plan and both terms.

What counts as a minute. Time is measured from when our representative takes the call until it is transferred, ends, or is otherwise disconnected.

Current rates for every plan and both terms are published at https://www.warmtransfersolutions.com/pricing.

5. What we do not charge for

Junk calls. You are not billed for robocalls, spam calls, wrong numbers. Screening these out is part of the service.

Fees we do not have. There is no setup or onboarding fee, no per-lead charges fee, no api integration fee. What we charge for the service is the plan base, minutes beyond your allowance, and the overnight surcharge — nothing else.

The only other amount that can appear on an invoice is the Stripe processing fee described in section 6, which applies to card and ACH payments and which you avoid entirely by paying by check.

6. Payment

We invoice monthly. Your billing cycle runs from the start date shown on your Service Plan. Base charges are billed for the coming month, and any overage and overnight charges for the month just ended.

Payment is due within 15 days of the invoice date.

How you pay. Payments by card and by ACH are processed through Stripe and carry Stripe’s processing fee for that method. Enrolling in automatic payment reduces that fee by half. Paying by check carries no processing fee.

Late payment. An invoice still unpaid 30 days after the invoice date incurs a late fee of $50.

If an invoice is not paid when due we may suspend the service after notice to you. Suspension does not end your Service Plan or your obligation to pay.

7. Term, renewal, and cancellation

Your Service Plan states whether you are on a month-to-month term or a twelve-month term.

Month-to-month. Either of us may end the plan with notice before your next billing date.

Twelve-month term. The plan runs for the stated term. At the end of it, unless we agree otherwise, it continues month to month on the month-to-month rates for your plan.

Ending a twelve-month term early. If you end the plan before the term is up, the base charges for the remainder of the term become due immediately. The twelve-month rates are lower than the month-to-month rates because of the commitment, and the balance reflects it.

We may end a Service Plan on notice, or immediately where use of the service is unlawful, abusive toward our team, or in breach of these terms.

8. Confidentiality

We treat everything we learn in the course of handling your calls as confidential. That includes caller information, the contents of intake conversations, your criteria and scripts, and your call volumes.

We use it only to provide the service to you, we do not disclose it to other firms, and we require our staff and service providers to keep it confidential. This obligation continues after your Service Plan ends.

9. Your data and your portal

Caller information belongs to your firm. We process it on your instructions as a service provider, and our Privacy Policy explains how.

Your partner portal gives you access to intake activity, outcomes, delivery times, summaries, and recordings where you have enabled them. Information in the portal is subject to our retention periods, which are set out in the Privacy Policy.

10. No legal advice, and no attorney–client relationship

We are not a law firm and we do not provide legal advice. Nothing on this website is legal advice, and contacting us does not create an attorney–client relationship with us or with any firm we work with.

If you called a law firm and spoke with our team, that conversation was administrative intake carried out on the firm’s instructions. It does not by itself mean the firm has agreed to represent you.

11. Service warranty and disclaimers

We will provide the service with reasonable care and skill, using appropriately trained people.

Beyond that promise we make no warranties. We do not warrant that every inquiry will be captured, screened, or delivered without error, that the service will be uninterrupted or error-free, or that it will produce any particular business result. Telephony, network, and third-party systems fail in ways outside our control.

To the fullest extent the law allows, we disclaim all implied warranties, including merchantability, fitness for a particular purpose, and non-infringement. This website is provided as is.

12. Limitation of liability

We are not liable for indirect or consequential loss, including lost profits, lost business, or the value of any claim or matter that is not pursued, whether or not we were told such loss was possible.

Notice of a claim. You must tell us in writing within fourteen days of the date of the problem. We are not liable for a claim notified after that.

Our total liability for any claim is limited to a credit equal to the pro-rated monthly charge for the period in which the liability arose, up to a maximum of fifteen days’ charges or $500, whichever is less. That credit is your sole remedy.

13. Indemnity

You will indemnify us against claims arising from your instructions, your criteria, your use of the inquiries we deliver, or any failure to give notice or obtain consent required before a call is recorded.

14. Using this website

Use this site for legitimate purposes connected with evaluating or using our services. Do not attempt to disrupt it, access it by automated means beyond ordinary search indexing, or use it to send unlawful or abusive content.

The content, design, and branding on this site belong to us or are used with permission, and may not be reproduced commercially without our written consent.

15. Changes to these terms

We may update these terms. If a change materially affects your Service Plan we will tell you before it takes effect, and the date at the foot of this page will always show when it was last updated.

16. Disputes, arbitration, and governing law

Talk to us first. If something goes wrong, contact us and we will try to resolve it directly. Most problems are settled this way.

Binding arbitration. Any dispute arising out of or relating to these terms, your Service Plan, or the service that we cannot resolve directly will be resolved by binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, before a single arbitrator, rather than in court. The Federal Arbitration Act governs this section.

Individual basis only. Disputes will be arbitrated only on an individual basis. You and we each waive any right to a jury trial, and any right to bring, join, or participate in a class, collective, consolidated, or representative action. An arbitrator may award the same individual relief a court could, but may not award relief on behalf of anyone who is not a party.

What is outside arbitration. Either of us may bring a claim in small claims court where it qualifies, and either of us may seek injunctive or other equitable relief from a court to protect intellectual property or to prevent a breach of the confidentiality obligations in section 8. Questions about whether this arbitration provision is valid or how far it reaches are for a court, not the arbitrator.

Seat and venue. The arbitration will be seated in the State of Wyoming, and judgment on the award may be entered in any court of competent jurisdiction.

Governing law. These terms are governed by the laws of the State of Wyoming, without regard to conflict-of-law rules.

This section survives termination of your Service Plan.

17. Contact

Questions about these terms can go to info@warmtransfersolutions.com.

Last updated: September 2026