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Terms of Service

Last Updated: August 30th, 2025

These Terms of Use (“Terms” or “TOU”) govern the access to and use of CapturePI’s embeddable lead-capture flows and related services, provided by CapturePI, LLC, a Pennsylvania limited liability company (“CapturePI,” “we,” “us,” or “our”).

By purchasing, embedding, or otherwise using the Services (defined below), you agree to these Terms. If you do not agree, you may not use the Services.


1. Services

CapturePI provides subscription access to embeddable, multi-step lead-capture flows (the “Flows”), delivered through code snippets for installation on Client websites, landing pages, or other digital properties.

All Flows are custom designed and built by CapturePI but rendered on Client’s properties once properly installed. The Flows are powered by asynchronous, non-blocking code that uses modern web standards such as async, preconnect, and web component isolation to minimize performance impact.

CapturePI does not provide live chat operators or legal services. CapturePI provides the embed code and related implementation guidance only; Client (or its developer) is responsible for correct installation, placement, and maintenance of the embed. CapturePI will provide reasonable installation guidance.

We may change, update, or discontinue features at any time. Continued use constitutes acceptance of such changes.


2. Grant of License

Subject to timely payment of fees and compliance with these Terms, CapturePI grants Client a limited, non-exclusive, non-transferable, revocable license to embed and display the Flows on Client-owned or Client-controlled websites during the active subscription period.

Each Flow license applies only to the domain(s) designated by Client at purchase. Installing or displaying the same embed on unrelated domains requires a separate license.

This license does not include resale, white-label distribution, sublicensing, or providing the Flows to third parties.


3. Client Responsibilities

  • Implementation. Client is responsible for adding the CapturePI embed code to its website or digital property. CapturePI provides fully asynchronous, non-blocking code designed to minimize any effect on page speed, SEO, or Core Web Vitals. However, every website has unique configurations, hosting environments, and third-party scripts. Accordingly, Client must test and confirm that the embed functions as intended within its own environment. CapturePI will provide reasonable implementation guidance but does not perform installation.

  • Compatibility & Site Performance. CapturePI’s embed uses modern loading methods async, preconnect, and isolated web components) to reduce conflict with other scripts. Nonetheless, site performance and SEO metrics depend on many external factors outside of CapturePI (themes, caching, analytics, and other plugins). Client acknowledges that minor variations in load timing or score metrics can occur and agrees that CapturePI is not responsible for such results.
  • Compliance. Client is responsible for ensuring its website includes legally required disclaimers, privacy notices, cookie notices, and bar-mandated attorney advertising disclosures.

  • Performance. CapturePI designs its embed code to minimize performance impact by using modern practices such as asynchronous loading and web component isolation. However, as with any third-party script, embedding code may influence site speed, SEO metrics, Core Web Vitals, or advertising quality scores depending on a Client’s overall site configuration and other scripts in use. Client acknowledges this possibility and agrees that CapturePI is not liable for such impacts.

  • Communications. Client alone is responsible for how it contacts End Users (calls, texts, emails, remarketing) and must comply with TCPA, CAN-SPAM, and all privacy/marketing laws.


4. No Legal Advice; No Attorney-Client Relationship

CapturePI is a marketing and intake technology provider. It does not offer legal advice or legal representation. Interactions facilitated by the Flows are strictly between Client and its prospective clients or leads.

No attorney-client relationship is created by CapturePI’s Services, website, or materials. Attorneys using CapturePI remain solely responsible for their professional obligations, bar-rule compliance, and jurisdictional requirements.


5. Data & Privacy

  • Ownership. Client retains ownership of all Client Data collected through the Flows.

  • License. Client grants CapturePI a limited license to process, host, and transmit Client Data solely to provide and improve the Services.

  • Privacy Notices. Client must maintain a compliant privacy policy that discloses use of CapturePI and collection of End-User data.

  • Third-Party Services. The Services may integrate with third-party CRMs, analytics, or messaging platforms. CapturePI is not responsible for third-party outages, changes, or data handling.


6. HIPAA Compliance & PHI

CapturePI is not a Covered Entity under HIPAA. Unless and until a separate Business Associate Agreement (“BAA”) is executed by both parties, Client may not collect or process Protected Health Information (“PHI”) through the Services.

Personal-injury intake data generally does not constitute PHI under HIPAA; however, CapturePI offers a HIPAA-enabled version for Clients whose practices require it. Client remains solely responsible for determining whether HIPAA applies to its business and for ensuring compliance.


7. Fees, Billing & Taxes

  • Subscription. Fees are set in the applicable Order. Subscriptions auto-renew unless canceled with 30 days’ written notice before the end of the term.

  • Grace Period. Accounts more than 10 days overdue may be paused until payment is received. Service resumes automatically upon payment.

  • Late Payment. Overdue accounts by 30 or more days may be suspended or terminated.

  • Taxes. Fees exclude taxes; Client is responsible for all applicable taxes except those on CapturePI’s income.


8. Availability & Changes

CapturePI strives to keep the Services operational but does not guarantee uninterrupted or error-free performance. Services may be suspended temporarily for maintenance or emergencies.

We may add, change, or remove features at any time. Material changes will be announced by notice on our site or via email.


9. Intellectual Property

All rights, title, and interest in the Services, Flows, software, templates, designs, and trademarks remain with CapturePI and its licensors.

Client may not copy, reverse engineer, modify, or resell the Services. Feedback provided to CapturePI may be used freely to improve the Services.


10. Disclaimer of Warranties

The Services are provided “as is” and “as available.”

CapturePI disclaims all warranties, express or implied, including merchantability, fitness for a particular purpose, accuracy, non-infringement, uninterrupted operation, SEO improvement, lead volume, conversion rate, or business outcomes.


11. Limitation of Liability

To the fullest extent permitted by law:

  • CapturePI is not liable for indirect, incidental, special, consequential, punitive, or exemplary damages (including lost profits, lost data, or lost goodwill).

  • CapturePI’s total liability for all claims in any 12-month period will not exceed the fees paid by Client to CapturePI during that period.


12. Indemnification

Client will defend, indemnify, and hold harmless CapturePI, its affiliates, and its officers, directors, employees, and contractors from claims, damages, or expenses arising from:
(a) Client’s use of the Services;
(b) Client’s configuration of Flows or communications with End Users;
(c) alleged violations of law, bar rules, or privacy regulations; or
(d) Client’s breach of these Terms.


13. Suspension & Termination

We may suspend or terminate Services immediately for:

  • Non-payment;

  • Security risks or suspected misuse;

  • Legal compliance reasons; or

  • Breach of these Terms.

Upon termination, Client must stop using the embed code. Client may request a data export (if available) within 30 days.


14. Underlying Platform

CapturePI’s Services are built using third-party software provided by Heyflow GmbH (“Heyflow”). Client acknowledges that CapturePI is not the developer or operator of Heyflow and makes no warranties regarding Heyflow’s availability, security, or features.

CapturePI is an independent reseller and integrator of Heyflow technology. Client’s relationship is solely with CapturePI, which provides customized configuration, copywriting, and legal-intake design (“CapturePI Customizations”). Client’s subscription grants access to CapturePI Customizations only, not to Heyflow’s platform as a whole.


15. Governing Law & Disputes

These Terms are governed by the laws of the Commonwealth of Pennsylvania, without regard to conflict-of-laws rules.

All disputes will be resolved by binding arbitration under the American Arbitration Association’s Commercial Rules in Delaware County, PA.

  • Individual Actions Only. No class actions, class arbitrations, or representative proceedings.

  • Either party may seek temporary injunctive relief in court to protect intellectual property or confidential information.


16. Miscellaneous

  • Notices. Notices to CapturePI must be sent to:
    CapturePI, LLC
    240 Willow Avenue
    Wayne, PA 19087
    Email: roneill@capturepi.com

  • Entire Agreement. These Terms, together with any Order and Privacy Policy, are the entire agreement.

  • Severability. If any provision is invalid, the rest remain enforceable.

  • Assignment. Client may not assign without CapturePI’s consent. We may assign in a merger, acquisition, or sale.

  • Force Majeure. We are not liable for failures caused by events beyond our control.

  • Survival. Sections on IP, Data, Warranties, Liability, Indemnity, Underlying Platform, and Disputes survive termination.


17. Changes to Terms

We may revise these Terms from time to time. Updated versions will be posted on our website with a new “Last Updated” date, and CapturePI will endeavor to provide at least 15 days’ notice of material changes by email or dashboard notice. Continued use of the Services after posting constitutes acceptance of the revised Terms.