Good help. Clear expectations.

EastSherman.com by RingNab · WestSherman.com by RingNab

These terms describe the EastSherman AI Follow-Up Rep and WestSherman AI Receptionist subscriptions. Each subscription covers one business and one selected assistant. For service, billing, or privacy questions, contact support@localleadx.com.

Two ways to pay

Either voice service costs $197 per month, billed monthly, or $1,967 per year, paid upfront and billed yearly. Annual billing saves $397 compared with twelve monthly payments; $163.92 is the rounded monthly equivalent, not a monthly payment option. Your first payment is due at checkout. The subscription renews at your chosen interval until canceled. No setup fee or free-trial conversion applies. Prices are in US dollars; applicable tax is shown at checkout.

600 voice minutes each month

Each purchased voice service includes 600 connected AI call minutes (10 hours) per subscription month. Monthly and annual plans have the same allowance, and annual payment does not provide a pool of 7,200 minutes to use at once. The allowance resets on the monthly anniversary of your subscription start date and time in UTC, using the last day of a month when it has no matching date. Unused minutes expire without rollover, transfer or cash credit. Practice calls to your configured assistant also use this allowance.

Usage is the connected AI call duration reported by our voice provider. Conversation, silence, holds and voicemail count while the AI call remains connected. The AI portion ends when the AI call disconnects; a continuing human transfer leg does not create an automatic customer overage charge. We total duration across calls. 600 minutes could cover 100 calls averaging six minutes; actual call counts and results depend on duration and outcomes.

We post portal alerts and send email when accounted usage reaches 80% (480 minutes used, 120 remaining before reservations), 90% (540 used, 60 remaining before reservations) and 100%. These alerts follow call accounting; they do not guarantee an instant notification during a call. Your portal shows actual used time, temporarily reserved time, available time and the next reset.

Before a call starts, its full permitted duration is reserved from the available allowance: up to ten minutes, shortened to available time and the time before the monthly reset. Concurrent calls each need their own reservation. Calls already admitted continue within their approved reservation; reaching the allowance does not instantly disconnect them. New calls pause when time is used or reserved, or less than one minute is available. Unused time released after a completed call can become available again. Delayed provider reports can affect the display; any provider-reported duration beyond the approved limit is reviewed and does not create an automatic customer overage charge.

At a pause, new Follow-Up Rep callbacks wait until service and allowance are available. Receptionist AI answering declines new calls. The paused AI does not itself transfer a declined call; a separate carrier backup using your actual destination must be configured and tested during setup. A carrier fallback is not assumed until verified. There are no automatic overage charges, upgrades or extra grace minutes. Payment or renewal grace does not add calling allowance. Additional usage requires a separate agreement before any additional charge. Your existing software and carrier forwarding charges remain your responsibility.

Standard setup and activation

Standard setup is included. You provide your business information, recorded contact permissions, approved answers and offers, calling hours, booking-link or callback rules, and actual escalation destinations. We confirm supported connections and a start date during onboarding. We build and test your configuration, then ask you to review and approve it before activation. Payment alone does not immediately activate an agent.

If we cannot deliver the advertised standard setup, we refund your first payment and cancel renewal. Provider-caused setup delays are credited so that our delay does not reduce your paid service period. Custom integrations, expanded scope, and additional usage require a separate agreement.

What each service does

The Follow-Up Rep makes eligible callbacks from one reviewed first-party enquiry source under your approved calling schedule. Each contact needs recorded permission for the configured AI call and review before dispatch; an open quote or past purchase alone does not establish that permission. Callbacks are checked every five minutes, up to five jobs per run, within approved calling windows and available allowance. Timing is not guaranteed, each source event schedules one attempt, and uncertain calls are held for review. Purchased cold lists, arbitrary uploaded-list dialing, unapproved offers and unlimited outreach are outside the plan. Opt-outs and revoked permission stop further outreach. Customer SMS and automatic customer email sequences are off; no SMS add-on is enabled in this beta.

The Receptionist handles inbound US local calls, answers approved questions and records caller requests. One local US number or compatible forwarding setup is included. Either voice assistant can offer your approved booking link so the caller can arrange an appointment themselves; the AI does not confirm a calendar booking. Caller requests stay in your private portal and queue a notice to your approved team email destination. These approved request notices may include the caller-supplied name, callback number and request needed by your team. Live transfer is available only after your actual customer destination, hours and failure behavior have been configured, tested and approved. A callback request or transfer attempt does not guarantee human availability. Outbound campaigns are not included with the Receptionist. Customer SMS is off. This is not an emergency service.

Call summaries and transcripts are normally available in your authenticated portal for up to 30 days. A scheduled worker removes their contents in bounded batches; a delayed worker can delay removal. Private backups rotate through seven daily snapshots and can contain older copies until that rotation runs. Completed-call email notices contain a private portal link, not call recordings, transcripts or summaries. The portal does not provide recording playback.

Cancellation and refunds

Use Manage subscription to cancel before your next monthly or yearly renewal and stop future recurring charges. Service continues through the period you paid for. There is no cancellation fee or required retention call. Cancellation does not automatically refund a completed paid period or the unused portion of an annual payment. The setup refund described above and any refund rights required by applicable law still apply. A payment already initiated before cancellation may still settle. Email unsubscribe and subscription cancellation are separate actions.

AI assistance and your instructions

These services use AI assistants. You retain authority over business decisions and approve the information, workflows, and allowed actions. AI can misunderstand callers or produce inaccurate answers. Sales, recovered jobs, savings, revenue, availability, and error-free output are not guaranteed. Demo conversations and ROI calculators are illustrations, not promises of results.

Supply only information you are authorized to use, including the permissions needed for outreach and recording. Do not upload passwords, full payment-card data, medical records, or other sensitive regulated records. Recording settings, disclosures, fallback routing, and allowed actions must be confirmed for your actual use before activation. See the privacy notice for website, portal, voice, and chat data handling.

Separate website chat and other services

The optional Website Chat Assistant is a separate subscription, with its price, monthly reply allowance, and scope shown on its offer page. It is not included in either voice plan. Other services likewise use the price, allowance, and scope shown on their own pages; listing a service does not mean it is activated for your account. Draft estimates, review replies, customer replies, and invoice reminders require owner review and sending unless a service explicitly includes an approved action. Financial outputs are not licensed accounting, tax, legal, or investment advice.