Setterz Terms & Conditions

Last Updated: July 9, 2026

Please read these Terms of Service (these "Terms") carefully before accessing or using our website, software platform, digital dashboard, and automated AI phone and text systems (collectively, the "Services").

By executing an order form, completing an online registration, or utilizing the Services, you ("User," "Firm," "Customer") enter into a legally binding agreement with Setterz.ai ("Company," "we," "us," or "our"), a business operating from Burlington, Ontario, Canada. If you are accepting these Terms on behalf of a law firm, corporate entity, or legal partnership, you represent and warrant that you possess the full authority to bind that entity to these Terms.

1. Description of Services

Setterz.ai deploys and operates autonomous AI agents ("AI Assistants," "Intake Agents") that handle prospective client intake qualification, appointment booking, follow-up messaging, and database updates on behalf of law firms. The Services also include access to an automated intake CRM and third-party legal application integrations.

Setterz.ai is a technology and managed-service provider. Setterz.ai does not provide legal advice, does not practice law, and does not enter into an attorney-client relationship with any Firm or with any individual contacted by an agent.

Managed Service Model. Setterz.ai operates as a done-for-you managed service. Agent scripts, sequences, and configurations are drafted by Setterz.ai solely on the basis of requirements, case criteria, intake standards, qualification parameters, and instructions supplied by the Firm. Setterz.ai acts as the Firm's scrivener and operator; the substance of every agent's dialogue originates from the Firm's stated requirements. The Firm does not self-administer agent configuration. Requests for changes to scripts, sequences, targeting, or agent behavior are submitted to the Firm's assigned account manager.

Inbound Response Only. Agents deployed on behalf of a Firm engage exclusively with individuals who have affirmatively initiated contact with the Firm by submitting a web form, advertisement lead form, chat inquiry, inbound call, or equivalent request for contact. Setterz.ai's client-deployed agents do not conduct cold outreach, do not contact individuals who have not requested contact, and do not solicit prospective clients.

The Firm Is the Author of Record. By supplying requirements and approving the resulting configuration, the Firm adopts each script as its own communication, made in its own name, on its own behalf, and under its own professional responsibility.

2. Eligibility, Account Registration, and Security

Eligibility. You must be at least 18 years of age. To access the Services, you must be a licensed legal practitioner, operate an authorized law firm, or be a verified marketing partner managing intake on behalf of an authorized legal practice.

Account Integrity. You are solely responsible for maintaining the confidentiality of your account credentials, passwords, and API keys. You agree to notify Setterz.ai immediately of any unauthorized account access.

Data Accuracy. You must provide accurate, current, and complete information during registration and maintain its accuracy throughout the lifespan of your account.

Prohibited Activities. You agree not to engage in any activity that interferes with or disrupts the Services, or the servers and networks connected to them.

3. Billing, Subscriptions, and Usage

Subscription Fees. Access to the Setterz.ai platform is provided via recurring subscription plans. Subscription fees are billed in advance on a monthly or annual basis and are non-refundable.

Usage-Based Billing. AI voice calling operations consume system minutes. Minutes are deducted in real time as agents engage in intake calls.

Auto-Renewal and Top-Up. To prevent system downtime, missed inquiries, or dropped calls mid-intake, your account is configured with automated threshold top-ups. When your minute balance falls below your set threshold, additional blocks of minutes will be automatically charged to your authorized payment method. By subscribing, you authorize this automatic billing.

Threshold Control. You may adjust threshold levels and top-up amounts within the billing settings of your dashboard at any time.

Credit Rollover. Unused credits at the end of each billing cycle roll over and remain available for up to twelve (12) months from the date of accrual. After twelve months, unused rollover credits expire and are removed from your account.

Cancellation. You may cancel at any time; cancellation takes effect at the end of the current billing cycle. Upon cancellation, unused credits remain available for up to twelve months or until depleted, whichever comes first. No refunds are issued for the current subscription period, for unused credits, for unused time, or for early termination.

Payment Information. It is your responsibility to ensure payment information on file is accurate and current.

Taxes. All stated fees are exclusive of applicable local, provincial, state, or federal taxes, which will be added to invoices where required.

4. Acceptable Use and Regulatory Compliance

A. Lead Source, Consent, and Contact Data

Inbound Contacts Only. The Services are designed and licensed exclusively for responding to individuals who have affirmatively initiated contact with the Firm. The Firm shall route to the Services only contacts who have submitted a web form, advertisement lead form, chat inquiry, inbound call, or equivalent request for contact.

Prohibited Use. The Firm shall not use the Services to contact purchased lists, scraped contacts, referral lists, prior clients who have not initiated new contact, or any individual who has not affirmatively requested contact from the Firm. Use of the Services for cold outreach or solicitation is a material breach of these Terms and grounds for immediate termination under Section 12.

Consent Disclosure Is the Firm's Responsibility. The Firm represents and warrants that every lead capture form, advertisement lead form, and intake channel from which contacts are routed to the Services displays a clear and conspicuous disclosure obtaining the individual's prior express written consent to be contacted by telephone, text message, and automated or artificial-voice systems, and that such disclosure satisfies the requirements of the Telephone Consumer Protection Act (TCPA), the Telemarketing Sales Rule (TSR), Canada's Anti-Spam Legislation (CASL), and all applicable state and provincial law.

Setterz.ai does not draft, review, host, or verify the Firm's lead capture forms or consent disclosures and relies entirely on the Firm's warranty under this Section.

AI Disclosure. Agents will identify themselves as artificial intelligence at the outset of each conversation. The Firm shall not request, and Setterz.ai will not implement, any configuration that conceals or misrepresents the artificial nature of an agent.

Call Recording. Certain jurisdictions require all-party consent to record telephone conversations. Where the Firm elects to enable call recording, the Firm is responsible for determining whether recording is lawful in the jurisdiction of each contact and for approving the recording disclosure language delivered by the agent.

Do Not Call and Opt-Out. Setterz.ai will implement internal Do Not Call suppression and will honor opt-out requests (including STOP, QUIT, and UNSUBSCRIBE) upon receipt. The Firm remains responsible for maintaining its internal Do Not Call list and for ensuring that no suppressed contact is re-routed to the Services.

Calling Hours. Agents will contact individuals only between 8:00 AM and 9:00 PM in the recipient's local time.

Setterz.ai's Own Business Development. This Section governs agents deployed on behalf of a Firm. Outbound communications conducted by Setterz.ai in the course of marketing its own services to law firms are governed separately and are not conducted under any Firm's account or authority.

B. Firm Requirements, Approval, and Adoption

Requirements Originate With the Firm. Setterz.ai does not originate case criteria, qualification standards, intake questions, disclaimers, or substantive claims. Every agent script is drafted to implement requirements the Firm provides. The Firm is solely responsible for the accuracy, legality, completeness, and professional propriety of the requirements it supplies.

Mandatory Pre-Deployment Review. No agent is deployed to any live contact until the Firm has completed the review process set out below. This gate cannot be waived, shortened, or bypassed at the Firm's request.

Prior to deployment, Setterz.ai will deliver to the Firm, for each agent:

  1. The complete verbatim script, including the opening statement, all branching logic, all objection responses, all disclaimers, and all closing language
  2. The full outreach sequence specification, including channel, timing, and frequency of every touch
  3. Any lead-source-specific compliance parameters applicable to that agent

The Firm shall review these materials in their entirety and shall confirm, in writing, that it has:

  • (a) Read the complete script and sequence specification;
  • (b) Determined that the script accurately reflects the Firm's requirements and contains no language the Firm considers inaccurate, misleading, or professionally improper;
  • (c) Determined that the script does not provide legal advice, establish an attorney-client relationship, or make any binding legal promise;
  • (d) Determined that the script complies with the rules of professional conduct of every jurisdiction in which the Firm will deploy the agent, including all rules governing attorney advertising, communications with prospective clients, and fee disclosure;
  • (e) Determined that the script does not comment on the merits, viability, or potential value of any claim, and does not state or imply that the individual is or may be entitled to compensation, damages, or a recovery of any kind;
  • (f) Determined that the Firm's lead capture forms and advertisement lead forms obtain the consent warranted under Section 4(A), and that the script's recording disclosure (if any) satisfies applicable law;
  • (g) Obtained any review by the Firm's own counsel or compliance personnel that the Firm deems necessary; and
  • (h) Authorized deployment of the agent as configured.

Approval Constitutes Adoption. Upon delivering the written confirmation described above, the Firm adopts the approved script and sequence as the Firm's own communication and assumes full and sole responsibility for its content, its deployment, and every communication made pursuant to it. Setterz.ai's authorship of the script's language does not transfer to Setterz.ai any responsibility for the Firm's compliance with any law, rule, or professional obligation.

Form of Approval. Written approval must be delivered by email from an authorized representative of the Firm, or through the approval function of the Setterz.ai dashboard. Verbal approval, approval by silence, and approval implied from conduct are not valid. Setterz.ai will retain a timestamped record of each approval, each approved artifact, and its full version history.

Material Modifications. Any material modification to an approved script or sequence — including changes to the opener, qualification criteria, disclaimers, channels, or contact cadence — requires a new approval under this Section before deployment. Non-material corrections (typographical, formatting, or pronunciation adjustments that do not alter substance) may be implemented without re-approval.

No Compliance Advice. Setterz.ai does not advise on, review for, or make any representation regarding the compliance of any script, sequence, or configuration with the TCPA, the TSR, CASL, any Do Not Call regulation, any call-recording statute, any rule of professional conduct, or any rule governing the unauthorized practice of law. Setterz.ai is not a law firm and does not provide legal advice. Any compliance-related suggestion, template, or observation offered by Setterz.ai personnel is provided as a courtesy, does not constitute legal advice, and does not relieve the Firm of its independent obligation to evaluate compliance. The Firm shall not rely on Setterz.ai for any compliance determination.

Supervision. The Firm acknowledges its obligations under applicable rules of professional conduct governing the supervision of nonlawyer assistants, and acknowledges that AI agents deployed on its behalf remain subject to those obligations regardless of which party operates them. Setterz.ai will provide the Firm with continuing access to call recordings, transcripts, and interaction logs sufficient to permit meaningful ongoing supervision. The Firm may direct Setterz.ai to suspend or modify any agent at any time. Setterz.ai will action written suspension requests within four (4) business hours and written modification requests within three (3) business days.

Firm's Continuing Obligation. Approval at deployment does not discharge the Firm's supervisory duty. The Firm shall monitor agent performance on an ongoing basis and shall promptly direct suspension or modification upon becoming aware of any output that is inaccurate, misleading, professionally improper, or non-compliant.

5. Intellectual Property Rights

Our Intellectual Property. Setterz.ai retains all exclusive right, title, and interest in and to the platform software, core code, algorithms, user interfaces, system architecture, underlying methodologies, prompt architectures, sequence frameworks, agent templates, branding elements, content, and documentation. No ownership rights are transferred to you under these Terms. You may not reproduce, distribute, or create derivative works from our content without express written consent.

Configuration Work Product. Upon approval and deployment, the Firm receives a perpetual, non-exclusive license to the specific scripts and configurations created for its account.

Your Data. You retain 100% ownership of all knowledge bases, branding audio, intake forms, contact lists, and case data uploaded or generated by your Firm. You grant Setterz.ai a limited, non-exclusive, non-sublicensable license to host, process, and transmit this data strictly for the purpose of executing the Services for your account. This license terminates upon deletion of the data or termination of your account.

6. Confidentiality

Mutual Obligation. Each party agrees to treat as confidential any non-public information disclosed by the other, including business plans, strategies, financial information, case leads, intake data, and proprietary tools.

Duration. This obligation survives the termination or expiration of your use of the Services.

Exceptions. Confidentiality does not apply to information that is or becomes publicly available through no breach of these Terms, is disclosed with the prior written consent of the disclosing party, is independently developed without reference to the confidential information, or is required to be disclosed by law — provided that prior notice is given to the disclosing party where legally permissible.

7. Data Ownership, Security, and Privacy

Data Ownership. You retain ownership of all data you upload or generate. Setterz.ai will not sell or rent your data.

Encryption. All data is encrypted in transit and at rest.

Compliance. Setterz.ai complies with CCPA, PIPEDA, and other regulations applicable to our operations in the United States and Canada.

Privacy Policy. Our Privacy Policy describes how we collect, use, and disclose personal information and is incorporated into these Terms by reference.

8. Electronic Communications

Transactional Communications. By creating an account, you consent to receive service-related communications from us electronically, including operational alerts, billing notices, security notifications, and support correspondence. These communications are a necessary part of the Services and cannot be opted out of while your account remains active.

Promotional Communications. Promotional email and SMS messages are sent only to recipients who have provided separate, affirmative, express written consent to receive them. Consent to receive promotional messages is not a condition of purchasing or using the Services.

Opt-Out. You may withdraw consent to promotional communications at any time by following the unsubscribe instructions in any message, by replying STOP to any SMS, or by contacting info@setterz.ai.

Frequency and Rates. Message frequency varies. Message and data rates may apply to SMS communications; consult your mobile carrier for details.

9. Disclaimers

"As-Is" Provision. The Services are provided on an "as-is" and "as-available" basis without warranties of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, or non-infringement.

No Outcome Guarantees. Setterz.ai does not guarantee that deploying AI intake agents will increase signed retainers, accurately qualify or filter claims, capture every inquiry, or predict client behavior.

AI Limitations. You acknowledge that AI agents may produce inaccurate, incomplete, or inappropriate output; may fail to capture or correctly categorize an inquiry; and may experience downtime. Setterz.ai disclaims all liability for lost cases, missed deadlines, expired limitations periods, or claims of professional negligence arising from reliance on AI agent output. You remain solely responsible for reviewing, verifying, and acting on all intake information.

Configuration Disclaimer. Agent scripts and configurations are drafted to implement requirements supplied by the Firm and are deployed only after the Firm's written approval under Section 4(B). Setterz.ai makes no warranty, express or implied, that any script, sequence, or configuration is accurate, complete, appropriate for the Firm's practice, or compliant with any law, regulation, or rule of professional conduct. The Firm's approval constitutes the Firm's own determination of compliance and suitability. Setterz.ai's role is limited to drafting and operation; the Firm's role is direction, review, approval, and supervision.

No Legal Advice. Nothing provided by Setterz.ai constitutes legal advice, and no attorney-client relationship is formed between Setterz.ai and any Firm or any individual contacted by an agent.

10. Limitation of Liability

To the maximum extent permitted by applicable law, in no event shall Setterz.ai, its officers, directors, employees, affiliates, licensors, or suppliers be liable for any indirect, incidental, special, punitive, exemplary, or consequential damages, or for any loss of profits, cases, revenue, bar standing, goodwill, or data, arising out of or related to these Terms or the Services — whether based in contract, tort, negligence, strict liability, or otherwise, and whether or not we were advised of the possibility of such damages.

Aggregate Cap. Our maximum total aggregate liability for any and all claims arising out of or related to these Terms shall not exceed the total amount paid by you to Setterz.ai during the twelve (12) months immediately preceding the event giving rise to the claim.

Nothing in this section limits liability that cannot be excluded or limited under applicable law.

11. Indemnification

A. By the Firm. The Firm agrees to defend, indemnify, and hold harmless Setterz.ai, its affiliates, and their respective officers, directors, employees, agents, licensors, and suppliers from and against all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of:

  • The Firm's breach of its consent, lead source, or contact-data warranties under Section 4(A)
  • Any claim arising from the Firm's failure to obtain valid consent through its lead capture forms or advertisement lead forms, or from the Firm's routing to the Services of any contact who did not affirmatively initiate contact with the Firm
  • Any communication initiated by an AI agent operating under the Firm's account pursuant to a script or sequence the Firm approved under Section 4(B), including any claim that the script's content was inaccurate, misleading, non-compliant, constituted legal advice, commented on the merits of a claim, or violated any rule of professional conduct
  • Any claim of professional misconduct, malpractice, unauthorized practice of law, regulatory infraction, or state bar violation arising from an approved script or campaign
  • The Firm's breach of any provision of these Terms

The Firm's indemnification obligations under this Section 11(A) are not subject to the liability cap in Section 10.

B. By Setterz.ai. Setterz.ai agrees to defend, indemnify, and hold harmless the Firm from and against all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of:

  • Setterz.ai's deployment of an agent configuration to live contacts without the Firm's prior written approval under Section 4(B)
  • Setterz.ai's failure to action a written suspension or modification request within the timeframes specified in Section 4(B)
  • Setterz.ai's material breach of its data security obligations under Section 7
  • Setterz.ai's gross negligence or willful misconduct

Setterz.ai's indemnification obligations under this Section 11(B) are subject to the liability cap in Section 10, except in cases of gross negligence or willful misconduct.

12. Termination

By You. You may cancel your subscription at any time through your dashboard settings. Billing ceases at the conclusion of the current subscription period.

By Us. We may suspend, terminate, or restrict account access immediately, without prior notice or liability, if we determine in our reasonable discretion that your Firm has violated these Terms, routed non-inbound contacts to the Services, engaged in unlawful outreach, or initiated campaigns that threaten platform stability or expose Setterz.ai to regulatory risk.

Data Upon Termination. Following cancellation or termination, remaining platform data, custom prompts, call recordings, and contact files will be permanently purged from our active databases in accordance with our data retention schedule, subject to any retention required by law or by our infrastructure providers.

Survival. Sections 5, 6, 9, 10, 11, and 13 survive termination.

13. Governing Law and Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the Province of Ontario and the federal laws of Canada applicable therein, without regard to conflict of law principles. Any legal suit, action, or proceeding arising out of or related to these Terms shall be instituted exclusively in the courts located in the Province of Ontario, and you irrevocably submit to the jurisdiction of those courts.

14. Changes to These Terms

We reserve the right to modify these Terms at any time. Material changes will be communicated via the platform or by email. Your continued use of the Services following any changes constitutes acceptance of the modified Terms.

15. Contact

Questions regarding these Terms may be directed to:

Email: info@mail.setterz.ai
Setterz.ai — Burlington, Ontario, Canada

Frequently Asked Questions

Please refer to our list of FAQ for commonly asked questions.

What does Setterz.ai do?
Setterz.ai is designed to nurture, pre-qualify, and schedule prospective clients through phone calls, and follow up with case leads. It comes fully equipped with a legal AI CRM out of the box, and you can also customize it to fit your firm's practice area needs, giving you complete control.
What does Setterz.ai include?
Beyond AI agents trained to handle your inbound web inquiries, missed intake calls, consultation scheduling, lead nurturing, and client case updates, Setterz.ai comes with a built-in intake pipeline CRM and much more.
Is there a trial period for Setterz.ai?
Setterz does not offer a free trial. Every plan is done-for-you from day one, because we don't hand over a tool and wish you luck. We build, configure, and deploy your agents for you. That level of done-for-you service isn't something we can offer on a trial basis. The investment reflects a fully operational intake system.
How does Setterz.ai improve over time?
Setterz.ai uses machine learning to adapt and improve its performance based on client interactions. Over time, it becomes more effective at meeting your firm's specific legal intake and case screening needs.
Can I customize the types of calls Setterz.ai makes?
Yes, Setterz.ai can be tailored to handle specific types of calls, such as inbound intake qualification, missed call callbacks, case follow-ups, or even client updates. Scripts and cadences are fully customizable to fit your firm's goals.
How does Setterz.ai support personalization?
Setterz.ai features extensive customization options, allowing it to reflect your firm's brand and personalize client interactions fully. You have complete control over modifying the communication style to suit your preferences and practice area requirements.
Will using Setterz.ai mean losing a personal touch with potential clients?
Setterz.ai is designed to complement your firm's personal engagement with clients by handling preliminary intake tasks. This frees up your legal team's time for more meaningful interactions, ensuring that the personal touch is not only maintained but enhanced.
Is Setterz.ai too expensive?
Not at all. Setterz.ai is built to scale efficiently, delivering a fraction of the cost of hiring traditional, round-the-clock manual intake reps or outsourcing to expensive legal call centers, maximizing your firm's ROI.
What is the return on investment with Setterz.ai?
Choosing Setterz.ai over traditional hires like virtual assistants, legal intake specialists, or outsourced answering services saves your firm thousands of dollars each month. Setterz.ai operates 24/7 and can handle multiple client interactions simultaneously, offering a superior return on investment. Did we mention they run on machines, so they’re never tired?
Can Setterz.ai integrate with my existing tools?
Yes, Setterz.ai seamlessly integrates with popular legal CRMs and tools, ensuring minimal workflow disruption and enhancing case management productivity. You have access to over 1k integrations using our Zapier application.
What should I do if I'm considering Setterz.ai but need time to think?
We understand the importance of making an informed decision for your practice. If you're in a consideration period, we're here to address any specific compliance or operational concerns you might have. Setterz.ai is designed to streamline your intake workflow and enhance prospective client engagement significantly. We suggest scheduling a demo to see its legal features firsthand.
What kind of support and troubleshooting does Setterz.ai offer?
Our responsive and knowledgeable support team is ready to assist your firm with any issues, ensuring minimal downtime and a smooth experience with Setterz.ai.
What if I don't want to learn new software?
Setterz.ai is designed to be intuitive and user-friendly, minimizing the learning curve for your legal team. We provide comprehensive support and training resources. Moreover, Setterz.ai offers a done-for-you service, where we build the custom AI model for your firm, eliminating the need for you to learn the technical details.
How does Setterz.ai ensure data security and compliance?
Setterz.ai is committed to the highest standards of data security, employing comprehensive measures to protect sensitive user and potential client information. We understand the strict confidentiality rules governing legal practices, and protecting your firm's data is our top priority.
How does the auto-renewal system work for minutes and plans?
Setterz.ai operates on a usage-based auto-renewal system. As your firm consumes minutes during intake, additional blocks of minutes are automatically purchased to ensure uninterrupted client service. This system eliminates the risk of running out of minutes mid-campaign or missing emergency late-night case leads. You can set thresholds or limits to control auto-renewal, and you’ll receive notifications for each renewal for complete transparency.
What are the calling regulations I need to be aware of when using Setterz.ai?
As the user, your firm is responsible for ensuring that all contacts you reach out to have provided consent and are not listed on any Do Not Call (DNC) registries. While Setterz.ai provides tools to help you manage compliance and ethical intake standards, the ultimate responsibility lies with your practice. We strongly recommend your case outreach campaigns comply with all applicable legal advertising laws, state bar rules, and regulations.