Refund and Cancellation Policy

This policy covers subscriptions to the Lead Agent software platform. A subscription is billed monthly in US dollars at the price shown at checkout and confirmed in your order email, and may begin with a free trial.

The subscription covers access to the software: the shared inbox for calls, texts, and web form submissions, the customer records that go with it, appointment scheduling, and the automations you configure.

The subscription does not cover amounts you pay to other companies. If you run advertising, buy a domain, or use any other third-party service alongside Lead Agent, those are billed to you directly by that company. That money never passes through us, so we cannot refund it — take those questions to the company that charged you.

No charge during the trial. Every new subscription begins with a free trial of 30 consecutive calendar days, starting on the day you place your order. We do not charge the subscription fee at any point during those 30 days.

We collect a payment method up front. That is so the service does not stop the moment the trial ends if you decide to keep it. Storing the card does not authorize a charge before the trial is over.

Cancel before the trial ends and you are never billed. There is no cancellation fee, no partial charge, and nothing to refund, because no money has changed hands. See section 4 for the three ways to cancel.

If you do not cancel, your card is charged the subscription amount the day after the trial ends, and on the same day each month after that.

The trial is intended to be offered once per business. We may decline to start a second free trial for a business that has already had one.

The trial covers our fee only. Anything you buy from another company while trialling Lead Agent is still billed by that company. Our subscription fee is what is free during the trial.

Price. The monthly amount shown at checkout and confirmed in your order email, in US dollars. It does not change from month to month unless we give you notice under this section.

Billing date. Your card is charged the day after any free trial ends, and on the same day each month after that. If a month does not contain that day, we charge on the last day of that month.

Automatic renewal. The subscription renews every month and continues until you cancel. You authorize us to charge the payment method on file for each renewal without asking you again for each charge.

Receipts. Card payments are processed by Stripe, which emails a receipt for successful charges to the address on your account. Those receipts come from Stripe rather than from us, so check your spam folder if you do not see one. If you need a copy or a record of past charges, email info@leadagent.app and we will send it to you.

Failed payments. If a charge is declined, we will retry it and contact you. If the payment is not resolved, we may suspend or end the service. Amounts already owed for service you have received remain due.

Taxes. Sales tax is added where we are required to collect it.

Price changes. We give at least 30 days notice before any price change takes effect. We send that notice to the email address on your account. You can cancel before the new price applies, and a price change never applies to a charge already made. Sections 5 and 7 of our Legal Terms state the same 30-day commitment.

You can cancel at any time, for any reason, without talking to anyone first. There is no cancellation fee and no minimum term beyond the month you are in.

Three ways to cancel:

1. In the app. Sign in to your Lead Agent account and cancel the subscription from your billing settings.

2. By email. Email info@leadagent.app from the address on the account and tell us you want to cancel.

3. By phone. Call 505-240-8035 during office hours and we will cancel it for you.

However you cancel, we confirm the cancellation in writing within one business day. Keep that confirmation; it is your proof of the date.

When cancellation takes effect. At the end of the current paid term. You keep full access to the software until that date. We do not shut the service off on the day you cancel, because you have already paid for that month.

Timing that matters. Cancel at least one day before your billing date to stop the next charge. A cancellation we receive after a renewal charge has already been made ends the subscription at the close of that term; it does not reverse the charge that just went through. See section 5.

What happens at the end of the term. Your account closes and access to the software stops. Export any contacts, conversations, and call records you want to keep while the account is still active, and if you need help getting your data out after that, email info@leadagent.app and we will help.

Cancelling during the trial. If you cancel before the trial ends, the subscription simply never starts and you are never charged.

Monthly subscription fees are not refundable once charged. We would rather say that plainly than leave it vague:

No partial-month refunds. The current term is not pro-rated when you cancel. If you cancel on day three of a paid month, you keep the service for the remaining days of that month and we do not refund them.

No refunds of earlier months. Months already delivered are not refundable.

Cancelling is not a refund request. Cancelling stops future charges. It does not return money already charged.

Exceptions we refund in full, without argument:

(a) Duplicate charges. Two charges for the same month. We refund the extra one in full.

(b) Charges after a valid cancellation. If you cancelled and we billed you anyway, we refund that charge in full.

(c) Billing errors on our side. A charge in the wrong amount, or on the wrong account, is refunded in full.

One pro-rated exception. If we end your subscription mid-term for our own convenience, meaning for a reason other than your breach of our Legal Terms or non-payment, we refund the unused part of that month, pro-rated by day.

How to request a refund. Email info@leadagent.app with the charge date and the amount. We answer every refund request within two business days, whether the answer is yes or no, and we give a reason either way. We do not offer account credit in place of a refund we owe you.

How refunds are paid. Approved refunds go back to the original payment method. Most appear within 5 to 10 business days, though the final timing is set by your bank or card issuer, not by us.

If you see a charge you do not recognize, email info@leadagent.app with the date and the amount. We will look it up and reply within one business day.

Check the amount first. Our subscription charge is the same every month. A charge for a different amount, or one that changes from month to month, is almost certainly from another company, not from us. Section 7 explains why we cannot refund that one.

If the charge is ours and it is wrong, we refund it in full under section 5. You do not have to make a case for it.

Read this before disputing any charge.

Our subscription is the only thing we bill you for. If you also pay for advertising, a domain, a phone number, or any other outside service while using Lead Agent, those accounts are in your name with your own payment method on file at that company, and that company charges you directly.

That money never passes through us. We do not collect it, hold it, or take a percentage of it.

Because we never receive it, we cannot refund it. No part of this policy applies to it. Questions, credits, and disputes about a third-party charge have to go to the company that made it, which is the only party holding that money.

How to tell the difference. Our charge is the subscription amount shown in your order email, and it is the same every month. A charge for a different amount, or one that varies month to month, is almost certainly not ours.

Please contact us before you contact your bank. Email info@leadagent.app or call 505-240-8035. If what you actually want is to cancel, you do not need to dispute anything: cancel in the app, by email, or by phone, exactly as described in section 4. Nearly every dispute we see is a duplicate charge, a cancellation that did not get processed, or another company's charge mistaken for ours. We can settle any of those in about a day, and where the charge is our mistake we refund it in full under section 5. A bank dispute takes weeks and gets you the same answer at best.

If a chargeback is filed:

We may suspend the account immediately while the dispute is open. In practice that means access to the software stops and its automations stop running, so incoming calls, texts, and form submissions are not captured while the dispute runs.

We will respond to your card issuer with our records, including your signup date, the plan terms you accepted, invoices and receipts, cancellation history, and account usage.

If the dispute is resolved in our favor, the amount stays due and the account stays suspended until it is paid.

We may decline to serve the business again.

We would rather refund a charge we got wrong than defend it. Email us first and give us one business day.

We may update this policy. If we change how you are billed or what we refund, we will email the address on your account at least 30 days before the change takes effect, and the Last updated date at the top of this page will change. Updates never apply retroactively to a charge that has already been made.

Cancellations, refund requests, and billing questions all go to the same place, and a person answers them. Email is fastest and gives you a written record; the phone reaches us during office hours.

iRelease, LLC
AI-Powered Customer Communications for Small Businesses
3167 San Mateo NE #273
Albuquerque, NM 87110, US
Phone: 505-240-8035
Email: info@leadagent.app
Monday - Friday: 9:00 AM - 5:00 PM Mountain Time