Octoclerk

Our performance guarantee

Goals in writing, the last payment only after they are met, and a refund if they are not.

Updated November 11, 2026

How it works

Before we start, we agree with your firm on measurable goals in writing. You pay 20% to start, 50% at go-live, and the final 30% only after the assistant meets those goals. If it still misses them 60 days after go-live, after we have worked to fix it, you can ask for a refund of 100% of what you paid Octoclerk.

I would rather earn the last payment than ask for trust up front. If it does not work at your firm, you should not pay for it.

Example goals

These are examples from a draft pilot proposal. The thresholds are agreed with each firm before kickoff and measured against a baseline from your own call data.

  • 95% or more of calls routed to the assistant are answered live, with no voicemail or ring-out (measured from phone and assistant call logs)
  • 90% or more of new-client calls create a record in your intake system with core fields filled within 5 minutes of hang-up (intake records compared with the call log)
  • 95% or more of new-client calls produce a summary to your intake inbox within 5 minutes, and urgent calls also reach your on-call person (email and text timestamps)
  • 90% or more of new-client callers end the call with a booked consultation or a dated callback (calendar and intake tasks)
  • In weekly spot checks, 90% or more of summaries are accurate on core fields, and no call includes legal advice, fee promises or outcome predictions (your reviewer's checklist)

Spanish calls are reported separately against the same thresholds.

What is not guaranteed

  • Things that depend on your team and your cases: how fast attorneys call back, how many consultations are held, and how many cases are signed. We track them, but they are not part of the guarantee.
  • Usage fees you pay directly to the phone, AI and hosting providers. That money went to them for service the assistant used.

What we need from your firm

  • Keep the phone, AI and hosting accounts active during tuning
  • Route calls the way we agreed
  • A reviewer who spot-checks summaries each week
  • Timely access to your calendar and intake system

How to ask for a refund

Tell us in writing, after the 60-day mark, that the goals were not met. We refund what you paid Octoclerk. The signed agreement sets the exact steps and timing and controls over this page. See also our terms.

Questions

Email hello@octoclerk.com. Founder: Trevor Damyan.