The terms that govern your use of the LeadDash websites and services.
Agreement between User and leaddash.io.
Welcome to LeadDash. These Terms of Use (the "Terms") are an agreement between you and LeadDash Marketing LLC ("LeadDash," "we," "us," or "our"), the company that operates the websites located at leaddash.io and leaddashpros.com and the applications at ehr.leaddash.io, portal.leaddash.io, and employees.leaddash.io (each, a "Site," and together, the "Sites"), and provides the products and services offered under the LeadDash and LeadDash Pros brands, including the LeadDash platform, LeadDash EHR (with the LeadDash EHR app for iPhone and the client portal), and LeadDash Employees (collectively, the "Services").
Practices using LeadDash EHR. A practice's use of LeadDash EHR is also governed by the LeadDash Subscription and Services Agreement the practice accepts, including its Business Associate Agreement. If these Terms and that agreement conflict, that agreement controls for LeadDash EHR.
LeadDash and LeadDash Pros are brands operated by LeadDash Marketing LLC. References to "LeadDash" in these Terms mean LeadDash Marketing LLC and apply to both the LeadDash and LeadDash Pros brands and Sites, unless stated otherwise.
The Services are offered to you conditioned on your acceptance without modification of the terms, conditions, and notices contained in these Terms. Your access to or use of the Sites or the Services constitutes your agreement to all of these Terms. Please read these Terms carefully and keep a copy for your reference.
LeadDash provides software and related services that help businesses capture, manage, and grow their customer relationships. Our platform combines customer relationship management (CRM), automated communication, scheduling, and a 24/7 receptionist that answers calls and books appointments, along with other tools designed to help businesses respond to leads and serve their customers more effectively. LeadDash EHR is an electronic health record for behavioral health practices, covering scheduling, notes, telehealth, a client portal, insurance claims, and billing. LeadDash Employees provides AI employees that carry out work the user assigns.
Some features of the Services are provided on a subscription basis, and certain features are billed based on actual usage, as described in the "Usage-Based Service Charges" section of these Terms. By subscribing to or using the Services, you agree to the applicable subscription fees and usage-based charges.
Your use of the Services is subject to LeadDash's Privacy Policy. Please review our Privacy Policy, which also governs the Sites and informs you of our data collection and use practices.
Visiting the Sites or sending emails to LeadDash constitutes electronic communications. You consent to receive electronic communications, and you agree that all agreements, notices, disclosures, and other communications that we provide to you electronically, by email or on the Sites, satisfy any legal requirement that such communications be in writing.
If you use the Services, you are responsible for maintaining the confidentiality of your account and password and for restricting access to your devices, and you agree to accept responsibility for all activities that occur under your account or password. You may not assign or otherwise transfer your account to any other person or entity. You acknowledge that LeadDash is not responsible for third-party access to your account that results from theft or misappropriation of your account. LeadDash and its associates reserve the right to refuse or cancel service, terminate accounts, or remove or edit content in our sole discretion.
LeadDash does not knowingly collect, either online or offline, personal information from persons under the age of thirteen. If you are under 18, you may use the Services only with the permission of a parent or guardian.
You may cancel your subscription at any time. Any cancellation made after 30 days of service will not qualify for a refund. Usage-based charges that have already been incurred are non-refundable. Please contact us at [email protected] with any questions.
This policy does not include live events. Live events have a strict no-refund policy.
Some Services are offered on a recurring subscription basis, and certain Services are billed based on actual usage, as described in the "Usage-Based Service Charges" section of these Terms. By subscribing to the Services, you authorize LeadDash to charge your designated payment method on a recurring basis for your subscription fees and for any usage-based charges you incur.
Subscriptions renew automatically each billing period until cancelled. Subscription fees are charged at the start of each billing period. Usage-based charges are calculated based on your actual consumption and are billed in arrears, meaning they are charged after the usage occurs, either during or at the end of the applicable billing period.
You are responsible for keeping a valid payment method on file. If a payment fails or is declined, LeadDash may retry the charge, suspend or limit your access to the Services until payment is received, and recover any amounts owed, including reasonable costs of collection. You authorize LeadDash to charge any outstanding subscription fees and usage-based charges that have accrued on your account.
All fees are stated and payable in U.S. dollars and are exclusive of any applicable taxes, which are your responsibility. Except as expressly stated in the Cancellation and Refund Policy above, all fees are non-refundable, and usage-based charges that have already been incurred are non-refundable.
As between you and LeadDash, you own the customer and contact data you upload to or generate within the Services ("Your Data"). You grant LeadDash a limited license to host, process, and use Your Data solely to provide and improve the Services and as described in our Privacy Policy. You are responsible for ensuring you have the right to collect and use Your Data and for complying with all applicable laws regarding the personal information of your own customers. Following cancellation, LeadDash may retain or delete Your Data in accordance with its standard data retention practices and applicable law. You are responsible for exporting any data you wish to keep before your account is closed.
The Sites may contain bulletin board services, chat areas, news groups, forums, communities, personal web pages, calendars, and other message or communication facilities designed to enable you to communicate with the public at large or with a group (collectively, "Communication Services"). You agree to use the Communication Services only to post, send, and receive messages and material that are proper and related to the particular Communication Service.
By way of example, and not as a limitation, you agree that when using a Communication Service, you will not: defame, abuse, harass, stalk, threaten, or otherwise violate the legal rights (such as rights of privacy and publicity) of others; publish, post, upload, distribute, or disseminate any inappropriate, profane, defamatory, infringing, obscene, indecent, or unlawful topic, name, material, or information; upload files that contain software or other material protected by intellectual property laws (or by rights of privacy or publicity) unless you own or control the rights thereto or have received all necessary consents; upload files that contain viruses, corrupted files, or any other similar software or programs that may damage the operation of another's computer; advertise or offer to sell or buy any goods or services for any business purpose, unless such Communication Service specifically allows such messages; conduct or forward surveys, contests, pyramid schemes, or chain letters; download any file posted by another user of a Communication Service that you know, or reasonably should know, cannot be legally distributed in such manner; falsify or delete any author attributions, legal or other proper notices, or proprietary designations or labels of the origin or source of software or other material contained in a file that is uploaded; restrict or inhibit any other user from using and enjoying the Communication Services; violate any code of conduct or other guidelines which may be applicable for any particular Communication Service; harvest or otherwise collect information about others, including email addresses, without their consent; or violate any applicable laws or regulations.
LeadDash has no obligation to monitor the Communication Services. However, LeadDash reserves the right to review materials posted to a Communication Service and to remove any materials in its sole discretion. LeadDash reserves the right to terminate your access to any or all of the Communication Services at any time, without notice, for any reason whatsoever.
LeadDash reserves the right at all times to disclose any information as necessary to satisfy any applicable law, regulation, legal process, or governmental request, or to edit, refuse to post, or remove any information or materials, in whole or in part, in LeadDash's sole discretion.
Always use caution when giving out any personally identifying information about yourself or your children in any Communication Service. LeadDash does not control or endorse the content, messages, or information found in any Communication Service and therefore specifically disclaims any liability with regard to the Communication Services and any actions resulting from your participation in any Communication Service. Managers and hosts are not authorized LeadDash spokespersons, and their views do not necessarily reflect those of LeadDash.
Materials uploaded to a Communication Service may be subject to posted limitations on usage, reproduction, and dissemination. You are responsible for adhering to such limitations if you upload the materials.
LeadDash does not claim ownership of the materials you provide to LeadDash (including feedback and suggestions) or post, upload, input, or submit to any LeadDash Site or our associated services (collectively, "Submissions"). However, by posting, uploading, inputting, providing, or submitting your Submission, you are granting LeadDash, our affiliated companies, and necessary sublicensees permission to use your Submission in connection with the operation of their internet businesses, including, without limitation, the rights to: copy, distribute, transmit, publicly display, publicly perform, reproduce, edit, translate, and reformat your Submission; and to publish your name in connection with your Submission.
No compensation will be paid with respect to the use of your Submission, as provided herein. LeadDash is under no obligation to post or use any Submission you may provide and may remove any Submission at any time in LeadDash's sole discretion.
By posting, uploading, inputting, providing, or submitting your Submission, you warrant and represent that you own or otherwise control all of the rights to your Submission as described in this section, including, without limitation, all the rights necessary for you to provide, post, upload, input, or submit the Submissions.
The Services include features that allow you to make and receive phone calls, send text messages, and send emails to your own contacts. You are solely responsible for your use of these features and for ensuring that your use complies with all applicable laws and regulations, including, without limitation, the Telephone Consumer Protection Act (TCPA), the CAN-SPAM Act, A2P 10DLC registration and carrier requirements, and all applicable state and federal laws governing calls, text messages, and email.
You represent and warrant that you have obtained all necessary consents from the individuals you contact through the Services and that you will not use the Services to send unsolicited, unlawful, deceptive, or harassing communications, to send spam, or to make unlawful automated or prerecorded calls. You are responsible for honoring opt-out and do-not-contact requests from your contacts.
You agree to indemnify and hold LeadDash harmless from any claims, fines, penalties, or damages arising from your use of the calling, messaging, or email features in violation of these Terms or applicable law. LeadDash may suspend or terminate your access to these features if it believes, in its sole discretion, that your use violates these Terms, applicable law, or carrier requirements, or places LeadDash's accounts or reputation at risk.
You will be able to connect your LeadDash account to third-party accounts. By connecting your LeadDash account to your third-party account, you acknowledge and agree that you are consenting to the continuous release of information about you to others (in accordance with your privacy settings on those third-party sites). If you do not want information about you to be shared in this manner, do not use this feature.
Google accounts. If you connect a Google account to LeadDash EHR or LeadDash Employees, we access your Google Calendar only to provide the features you turn on, as described in Section 6 of our Privacy Policy, and in line with the Google API Services User Data Policy, including its Limited Use requirements. Your use of Google services remains subject to Google's own terms. You can disconnect your Google account at any time from your account in LeadDash EHR or LeadDash Employees, or from your Google Account settings.
The Services are controlled, operated, and administered by LeadDash Marketing LLC from our offices within the USA. If you access the Services from a location outside the USA, you are responsible for compliance with all local laws. You agree that you will not use the LeadDash Content accessed through the Sites in any country or in any manner prohibited by any applicable laws, restrictions, or regulations.
You agree to indemnify, defend, and hold harmless LeadDash Marketing LLC, its officers, directors, employees, agents, and third parties, for any losses, costs, liabilities, and expenses (including reasonable attorneys' fees) relating to or arising out of your use of or inability to use the Sites or Services, any user postings made by you, your violation of any terms of these Terms, your violation of any rights of a third party, or your violation of any applicable laws, rules, or regulations. LeadDash reserves the right, at its own cost, to assume the exclusive defense and control of any matter otherwise subject to indemnification by you, in which event you will fully cooperate with LeadDash in asserting any available defenses.
In the event the parties are not able to resolve any dispute between them arising out of or concerning these Terms, or any provisions hereof, whether in contract, tort, or otherwise at law or in equity for damages or any other relief, then such dispute shall be resolved only by final and binding arbitration pursuant to the Federal Arbitration Act, conducted by a single neutral arbitrator and administered by the American Arbitration Association, or a similar arbitration service selected by the parties, in a location mutually agreed upon by the parties. The arbitrator's award shall be final, and judgment may be entered upon it in any court having jurisdiction. In the event that any legal or equitable action, proceeding, or arbitration arises out of or concerns these Terms, the prevailing party shall be entitled to recover its costs and reasonable attorneys' fees. The parties agree to arbitrate all disputes and claims in regard to these Terms or any disputes arising as a result of these Terms, whether directly or indirectly, including tort claims that are a result of these Terms. The parties agree that the Federal Arbitration Act governs the interpretation and enforcement of this provision. The entire dispute, including the scope and enforceability of this arbitration provision, shall be determined by the arbitrator. This arbitration provision shall survive the termination of these Terms.
Any arbitration under these Terms will take place on an individual basis; class arbitrations and class, representative, or collective actions are not permitted.
THE PARTIES AGREE THAT A PARTY MAY BRING CLAIMS AGAINST THE OTHER ONLY IN EACH'S INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PUTATIVE CLASS, COLLECTIVE, AND/OR REPRESENTATIVE PROCEEDING, SUCH AS IN THE FORM OF A PRIVATE ATTORNEY GENERAL ACTION AGAINST THE OTHER. FURTHER, UNLESS BOTH YOU AND LEADDASH AGREE OTHERWISE, THE ARBITRATOR MAY NOT CONSOLIDATE MORE THAN ONE PERSON'S CLAIMS, AND MAY NOT OTHERWISE PRESIDE OVER ANY FORM OF A REPRESENTATIVE OR CLASS PROCEEDING.
THE INFORMATION, SOFTWARE, PRODUCTS, AND SERVICES INCLUDED IN OR AVAILABLE THROUGH THE SITES MAY INCLUDE INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN. LEADDASH AND/OR ITS SUPPLIERS MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE SITES AT ANY TIME.
LEADDASH AND/OR ITS SUPPLIERS MAKE NO REPRESENTATIONS ABOUT THE SUITABILITY, RELIABILITY, AVAILABILITY, TIMELINESS, AND ACCURACY OF THE INFORMATION, SOFTWARE, PRODUCTS, SERVICES, AND RELATED GRAPHICS CONTAINED ON THE SITES FOR ANY PURPOSE. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, ALL SUCH INFORMATION, SOFTWARE, PRODUCTS, SERVICES, AND RELATED GRAPHICS ARE PROVIDED "AS IS" WITHOUT WARRANTY OR CONDITION OF ANY KIND. LEADDASH AND/OR ITS SUPPLIERS HEREBY DISCLAIM ALL WARRANTIES AND CONDITIONS WITH REGARD TO THIS INFORMATION, SOFTWARE, PRODUCTS, SERVICES, AND RELATED GRAPHICS, INCLUDING ALL IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NONINFRINGEMENT.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL LEADDASH AND/OR ITS SUPPLIERS BE LIABLE FOR ANY DIRECT, INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF USE, DATA, OR PROFITS, ARISING OUT OF OR IN ANY WAY CONNECTED WITH THE USE OR PERFORMANCE OF THE SITES, WITH THE DELAY OR INABILITY TO USE THE SITES OR RELATED SERVICES, THE PROVISION OF OR FAILURE TO PROVIDE SERVICES, OR FOR ANY INFORMATION, SOFTWARE, PRODUCTS, SERVICES, AND RELATED GRAPHICS OBTAINED THROUGH THE SITES, OR OTHERWISE ARISING OUT OF THE USE OF THE SITES, WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR OTHERWISE, EVEN IF LEADDASH OR ANY OF ITS SUPPLIERS HAS BEEN ADVISED OF THE POSSIBILITY OF DAMAGES. BECAUSE SOME STATES OR JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU. IF YOU ARE DISSATISFIED WITH ANY PORTION OF THE SITES, OR WITH ANY OF THESE TERMS, YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USING THE SITES.
Certain Services use artificial intelligence and automated systems, including an automated receptionist that answers calls, responds to messages, and books appointments on your behalf, DashNotes in LeadDash EHR, which drafts notes for the clinician to review, edit, and sign, and the AI employees in LeadDash Employees. While these features are designed to perform reliably, automated systems may make errors, misunderstand a caller, fail to capture information accurately, or be affected by interruptions in connectivity or third-party services. LeadDash does not warrant that the automated Services will capture, answer, or book every call or inquiry correctly or without error. You are responsible for reviewing your bookings, messages, account activity, AI-drafted notes before you sign them, and work the AI employees produce, and LeadDash is not liable for any lost business, missed appointments, or other damages arising from the performance or non-performance of the automated Services.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE TOTAL AGGREGATE LIABILITY OF LEADDASH AND ITS SUPPLIERS ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICES, WHETHER IN CONTRACT, TORT, OR OTHERWISE, SHALL NOT EXCEED THE TOTAL AMOUNT OF SUBSCRIPTION FEES PAID BY YOU TO LEADDASH IN THE THREE (3) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.
The Services depend on third-party providers and infrastructure, including telephony, messaging, email, hosting, and artificial intelligence providers. LeadDash is not liable for any failure, delay, interruption, or degradation of the Services caused by events beyond its reasonable control, including failures or changes by these third-party providers, internet or network outages, carrier actions, acts of God, or other force majeure events. LeadDash does not guarantee that the Services will be available without interruption.
LeadDash reserves the right, in its sole discretion, to terminate your access to the Sites and the related Services or any portion thereof at any time, without notice. To the maximum extent permitted by law, these Terms are governed by the laws of the State of Oklahoma, and you hereby consent to the exclusive jurisdiction and venue of courts in Oklahoma in all disputes arising out of or relating to the use of the Sites. Use of the Sites is unauthorized in any jurisdiction that does not give effect to all provisions of these Terms, including, without limitation, this section.
You agree that no joint venture, partnership, employment, or agency relationship exists between you and LeadDash as a result of these Terms or use of the Sites. LeadDash's performance of these Terms is subject to existing laws and legal process, and nothing contained in these Terms is in derogation of LeadDash's right to comply with governmental, court, and law enforcement requests or requirements relating to your use of the Sites or information provided to or gathered by LeadDash with respect to such use. If any part of these Terms is determined to be invalid or unenforceable pursuant to applicable law including, but not limited to, the warranty disclaimers and liability limitations set forth above, then the invalid or unenforceable provision will be deemed superseded by a valid, enforceable provision that most closely matches the intent of the original provision, and the remainder of these Terms shall continue in effect.
Unless otherwise specified herein, these Terms constitute the entire agreement between the user and LeadDash with respect to the Sites and the Services, and they supersede all prior or contemporaneous communications and proposals, whether electronic, oral, or written, between the user and LeadDash with respect to the Sites. A printed version of these Terms and of any notice given in electronic form shall be admissible in judicial or administrative proceedings based upon or relating to these Terms to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form. It is the express wish of the parties that these Terms and all related documents be written in English.
LeadDash reserves the right, in its sole discretion, to change the Terms under which the Sites and Services are offered. The most current version of the Terms will supersede all previous versions. LeadDash encourages you to periodically review the Terms to stay informed of our updates.
Certain services offered by LeadDash are subject to usage-based charges that will be billed to your account based on actual consumption. By using these services, you acknowledge and agree to pay the applicable rates. LeadDash may update these rates from time to time, and the most current version of these Terms will reflect the rates then in effect.
| Service | Rate |
|---|---|
| Making Calls | $0.019 per minute |
| Receiving Calls | $0.013 per minute |
| Text Messages | $0.012 per segment |
| Email Verification | $0.0030 per verification |
| External AI Models (Workflow) | $0.04 per 750,000 words |
| Content AI: Text | $0.135 per 1,000 words |
| Content AI: Images | $0.09 per image |
| Conversation AI: Messages | $0.03 per message |
| Conversation AI: Voice Calls | $0.244 per minute |
| WhatsApp Usage | $0.0377 per usage |
| Reviews AI | $0.12 per review response |
| Auto-Complete Address: Search | $0.0002 per search result |
| Auto-Complete Address: Selection | $0.00063 per result selection |
| Funnel AI | $1.48 per funnel |
LeadDash welcomes your questions or comments regarding the Terms:
LeadDash Marketing LLC
11901 N. MacArthur Blvd, Suite C6
Oklahoma City, OK 73162, United States
Email: [email protected]