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Pilot

Pilot terms.

The agreement between your firm and SmartReachLab LLC for the free Velzia pilot. Plain English, no fine print.

Version 1.0 · Last updated: October 19, 2026

1. Who is agreeing

These pilot terms are between SmartReachLab LLC, a New Mexico limited liability company, 1209 Mountain Road Pl NE, Ste R, Albuquerque, NM 87110, United States, which operates Velzia (“Velzia”, “we”), and the law firm named in the acceptance email (“your firm”, “you”). Your firm accepts them by replying to our pilot email with “I agree to the Velzia pilot terms”, or by signing a copy. The person who accepts confirms they can bind the firm.

2. What the pilot includes

  • Length: 30 days from the go-live date we confirm by email.
  • Cost: free. No card, no setup fee, no commitment to buy. The phone number we give you for forwarding is included.
  • Answering: 24/7, in English and Spanish, for the calls your firm chooses to forward (all calls, after-hours calls, or calls nobody picks up). Velzia says it is a virtual assistant in its first sentence.
  • Intake script: we draft it from your answers by email, for one practice area (two if your firm handles both immigration and personal injury), and we change it after real calls. Nothing goes live until you approve the script in writing.
  • Summaries: after every call, an email with the caller’s details, the facts given, the urgency and the names for your conflict check, plus the transcript, to the addresses you choose.
  • Setup and support by email at hello@velzia.ai, on U.S. business days. We send you call-forwarding steps for your carrier.

3. Pilot limits

  • Up to 500 call minutes in the 30 days (talk time). At 80% we tell you by email. If you reach the limit, Velzia keeps answering until the end of that day and we agree by email whether to extend; you are never charged for pilot minutes.
  • Up to 50 calls a day, 3 calls at the same time and 15 minutes per call.
  • Features marked “planned” on our website (calendar booking, CRM connections, text alerts and live transfer) are not part of the pilot.
  • The pilot has no uptime guarantee. If Velzia is unavailable, a forwarded call may ring unanswered or go to your voicemail, depending on your carrier. Keep your voicemail on.

4. What we ask from your firm

  • Honest feedback: a short written check-in by email every two weeks (five questions, about five minutes).
  • Permission for the Velzia team to read your firm’s call summaries and transcripts during the pilot, only to fix errors and improve the intake script. A copy of each summary goes to the Velzia team for that reason.
  • Review summaries before relying on them. Velzia uses AI and can mishear or summarize incorrectly.
  • Supervise how Velzia is used with your callers, as your professional rules require (see ABA Formal Opinion 512 and your state bar’s guidance), and approve what Velzia may say about your firm.
  • Do not use Velzia for medical practices, health information covered by HIPAA, payments or emergency services.

5. What Velzia does not do

Velzia is not a law firm and does not give legal advice. It does not quote fees, predict outcomes or accept a matter for your firm; it collects facts and passes them to your attorneys, who decide. If a caller describes an emergency, Velzia tells them to hang up and call 911. Velzia never asks for Social Security numbers, A-numbers, dates of birth or payment details.

6. Caller data

  • Your firm owns the call data. We process it only on your behalf, to provide the pilot. We do not sell it, use it for advertising or use it to train third-party AI models.
  • Transcripts, not recordings. Audio storage is off. Your firm gets a written transcript and summary.
  • Retention: our voice provider deletes transcripts after 3 days. We keep summaries and transcripts for 90 days, then delete them, unless you ask for a different period. You can ask us to export or delete your firm’s data at any time; we do it within 30 days.
  • Service providers that process call data for us: Twilio (telephony), ElevenLabs (speech and voice), Anthropic, via OpenRouter (writes the summary), and SMTP2GO (email delivery). We tell you by email before adding a new one.
  • If we learn of unauthorized access to your firm’s call data, we tell you by email within 72 hours.
  • Our security page and privacy policy describe the rest.

7. Confidentiality

We keep your firm’s call data and non-public business information confidential and share it only with the service providers above, to run the pilot. You keep our non-public product information confidential. This survives the end of the pilot.

8. Ending the pilot

Either side can end the pilot at any time by email, with no cost and no reason needed. Turn off call forwarding the same day; we release the forwarding number within 7 days. Sections 6, 7, 10 and 11 continue after the pilot ends.

9. After the pilot

  • Nothing renews or charges automatically. We hold no card.
  • If you want to continue, you choose a plan at the prices on our pricing page: Solo $149, Firm $299 or Pro $549 a month, extra minutes $0.45, month to month, cancel anytime.
  • Pilot firm price lock: if your firm starts a plan within 14 days of the pilot’s end, its monthly plan price stays the same for 12 months, even if our published prices go up.
  • If you don’t continue, we delete your firm’s data on the schedule in section 6 and you keep the summaries already sent to you.

10. Warranties and liability

The pilot is free and provided “as is”, without warranties of any kind, to the extent the law allows. Neither side is liable to the other for indirect, special or consequential losses, including lost clients, lost fees or lost profits. Our total liability arising from the pilot is limited to $100. Nothing in these terms limits liability that cannot be limited by law, or either side’s liability for breaching section 7.

11. Feedback, governing law and the rest

  • We may use your feedback to improve Velzia, without naming your firm. We will not name your firm as a customer or quote you without your written permission.
  • These terms are governed by the laws of the State of New Mexico and applicable U.S. federal law.
  • These terms are the whole agreement for the pilot and take precedence over our website terms of use. Any change must be agreed by both sides by email.
  • Notices go by email: to hello@velzia.ai for us, and to the address that accepted these terms for your firm.