24/7 AI Chatbot Terms.

The 24/7 AI Chatbot retainer covers the configuration, deployment, ongoing training, and maintenance of an AI-powered chat widget on your law firm's website. The chatbot answers common questions from potential clients, captures consultation enquiries, and routes qualified leads to your staff — around the clock, without tying up your phones.

The chatbot is grounded on your law firm's specific information: your practice areas, fee structures, consultation availability, location, and intake process. It is not a generic legal assistant.

• Initial setup and grounding — we configure the chatbot against your law firm's practice areas, fee arrangements, availability, location(s), and intake flow;
• Website deployment — widget embedded on your site (we handle the technical integration);
• Conversation design — tone, fallbacks, escalation paths, and red-line topics agreed with you at kickoff;
• Lead capture flows — name, matter type, practice area, and preferred contact method collected before handoff (see §5);
• Monthly retraining — we update the knowledge base when your practice areas, availability, or fee structures change, and retune based on conversation logs;
• Monthly report — conversation volume, lead capture rate, top questions, and any accuracy issues flagged.

The chatbot is grounded on the information you give us. If your fee structures, practice areas, or availability change and you don't tell us, the chatbot will give outdated answers. We are not liable for accuracy issues caused by stale information you haven't updated us on.

We configure the chatbot to decline gracefully — rather than guess — on topics it hasn't been trained on, directing the visitor to call or email your firm instead.

By default, the chatbot is configured to decline all of the following categories and direct the visitor to speak with a human:

• Specific fee guarantees or binding fee quotes (it can give fee ranges, not firm quotes);
• Guarantees of case outcomes, settlement amounts, or representation results;
• Legal liability for matter outcomes;
• Medical advice (e.g., personal injury medical prognosis questions);
• Competitor comparisons or statements about other law firms;
• Any topic unrelated to legal services at your specific law firm.

You can request additional red-line topics at kickoff or at any monthly review. We will not configure the chatbot to make representations that could expose you or us to legal liability or bar disciplinary action.

When a visitor indicates intent to book a consultation or discuss a matter, the chatbot collects:

• Name;
• Matter type and practice area (where relevant to the consultation);
• Brief case or matter description;
• Preferred contact method (phone or email) and preferred time.

Captured leads are delivered to you via: email notification, your case-management system (if connected), or a shared lead dashboard — agreed at kickoff. We do not handle consultation confirmations on your behalf unless you've also taken the Virtual Receptionist retainer.

We are the data processor for visitor conversation data. You are the data controller. See §6 for data handling detail.

Visitor conversations are stored for up to 90 days for the purpose of retraining and quality review. We do not use conversation data across clients, sell it, or share it with third parties other than the underlying AI platform provider (see §7).

You are responsible for disclosing to your website visitors that an AI chatbot is present and may collect their contact details. We provide a standard disclosure notice for your privacy policy and chatbot widget; you are responsible for including it.

Conversation data collected from EU/UK visitors is subject to GDPR. You confirm you have a lawful basis (typically legitimate interest or consent) to process visitor data via the chatbot. We operate as a data processor under your instructions.

The chatbot is powered by a third-party large language model (currently OpenAI or equivalent). Subscription costs for underlying API usage are included in the retainer up to a reasonable usage threshold agreed at kickoff. Significant volume spikes (e.g., a viral social campaign) may result in a usage surcharge, which we will flag before billing.

We are not responsible for AI platform outages, model deprecations, or changes to the provider's terms of service. Where a platform change materially affects the service, we will notify you and migrate to an equivalent provider as soon as practicable.

The AI Chatbot retainer has a 3-month minimum term. After the minimum, it continues month-to-month and can be cancelled at any time. Billing runs monthly via Stripe in your local currency.

The first month covers initial setup, grounding, and deployment. If the chatbot is not live within 14 days of receiving all required information from you, we extend the minimum term by the delay.

• Provide accurate, up-to-date information about your practice areas, fee structures, and availability at kickoff and whenever they change;
• Notify us within 3 business days of any material change (new practice areas, changed availability, updated fee structures, new location);
• Review and approve the initial conversation design and red-line topics before go-live;
• Monitor your lead inbox or case-management system for chatbot leads and respond to them promptly (we don't control your follow-up);
• Include the chatbot disclosure notice in your website privacy policy;
• Do not instruct the chatbot (via any channel) to make representations you know to be false or that could violate bar advertising rules.

After the 3-month minimum, cancel any time via email or your dashboard. On cancellation:

• The chatbot widget is deactivated at the end of the current billing cycle;
• We provide a data export of conversation logs on request (within 30 days of cancellation);
• The knowledge base we built for your law firm remains your property — we'll hand it over in a portable format.

See the Refund Policy. Standard retainer refund position: first-7-day onboarding mismatch (full first-month refund), duplicate billing (full refund), and material uncured breach by us (pro-rata refund). Other refunds are not available; the alternative-work guarantee covers mid-retainer issues.