TCPA & Lead Source Compliance Addendum

TCPA & LEAD SOURCE COMPLIANCE ADDENDUM
Last Updated: June 2026
This TCPA & Lead Source Compliance Addendum ("Addendum") is incorporated into and forms part of the Master Services Agreement, Terms of Service, and all service agreements entered into between Angie Desk ("Provider") and the Client ("Client").
This Addendum establishes the Client's responsibilities regarding lead acquisition, consent management, SMS communications, telemarketing compliance, and use of automated messaging technologies.


1. PURPOSE
Provider offers AI-powered communication services, including:
* SMS appointment setting
* Lead nurturing
* Automated follow-up
* Appointment reminders
* CRM automation
* AI conversational messaging
* Marketing automation
Because Provider relies upon data supplied by Client, Client assumes primary responsibility for ensuring compliance with all applicable laws governing marketing communications.


2. CLIENT RESPONSIBILITY FOR CONSENT
Client represents and warrants that prior to uploading any contact into Provider's systems, Client has obtained all legally required permissions, consents, authorizations, and disclosures necessary to communicate with such individuals.
Client further represents that all communications initiated through Provider's systems are authorized under applicable law.
The provider does not independently verify consent.
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3. TCPA COMPLIANCE REPRESENTATIONS
Client represents and warrants that all contacts uploaded to the platform satisfy all applicable requirements under the:
* Telephone Consumer Protection Act (TCPA)
* Federal Communications Commission (FCC) regulations
* CTIA Messaging Principles and Best Practices
* State telemarketing laws
* Do-Not-Call regulations
* Applicable privacy laws
Client agrees to remain responsible for monitoring future regulatory changes affecting its business.


4. ACCEPTABLE LEAD SOURCES
Client represents that all uploaded leads originate from lawful and consent-based sources including:
Approved Sources
* Website opt-in forms
* Lead generation forms
* Social media lead forms
* Appointment requests
* Existing customer relationships
* Customer inquiries
* Referral submissions
* Event registrations
* Webinar registrations
* Newsletter subscriptions
* Direct business inquiries
Client agrees to maintain documentation verifying the source of all leads.


5. PROHIBITED LEAD SOURCES
Client shall not upload, import, or utilize:
Prohibited Lists
* Purchased lead lists lacking documented consent
* Scraped phone numbers
* Harvested contact databases
* Public-directory phone numbers
* Randomly generated phone numbers
* Contacts acquired through deceptive practices
* Contacts lacking consent documentation
Provider reserves the right to suspend messaging services immediately upon discovering prohibited lead sources.


6. CONSENT DOCUMENTATION REQUIREMENTS
Client shall maintain records sufficient to demonstrate lawful consent, including:
Required Records
* Date consent was obtained
* Time consent was obtained
* Source URL
* Landing page used
* Form language presented
* IP address (where available)
* Opt-in timestamp
* Consent checkbox records
* Lead source attribution
Such records shall be maintained for a minimum of five (5) years or longer if required by law.


7. OPT-OUT COMPLIANCE
Client agrees that all opt-out requests shall be honored promptly.
Opt-out keywords include but are not limited to:
* STOP
* UNSUBSCRIBE
* CANCEL
* END
* QUIT
Client agrees that contacts who revoke consent shall not be re-added unless new consent is obtained.


8. DO-NOT-CALL COMPLIANCE
Client shall maintain compliance with:
* Federal Do Not Call Registry requirements
* State-specific Do Not Call regulations
* Internal suppression lists
* Company-specific opt-out lists
Client remains solely responsible for verifying eligibility to contact any individual.


9. A2P 10DLC COMPLIANCE
Client agrees that all messaging campaigns must comply with carrier requirements, including:
* Accurate campaign registration
* Proper brand registration
* Approved use cases
* Message content restrictions
* Opt-out language requirements
Provider reserves the right to disable campaigns that may jeopardize carrier compliance.


10. INDUSTRY-SPECIFIC COMPLIANCE
Client acknowledges that additional requirements may apply to regulated industries, including:
Financial Services
* Securities regulations
* Record retention requirements
* Advertising restrictions
Insurance
* State insurance regulations
* Marketing disclosures
Legal Services
* Attorney advertising rules
* Solicitation restrictions
Healthcare
* HIPAA obligations
* Patient privacy requirements
Client remains solely responsible for compliance with industry-specific regulations.


11. CLIENT AUDIT OBLIGATION
Upon reasonable request, Client shall provide documentation demonstrating:
* Consent collection methods
* Lead source documentation
* Opt-in records
* Compliance procedures
Failure to provide adequate documentation may result in suspension or termination of services.


12. COMPLAINT HANDLING
Client agrees to promptly notify Provider regarding:
* TCPA complaints
* Regulatory inquiries
* Demand letters
* Lawsuits
* Carrier complaints
* Consumer complaints
Provider may suspend messaging activity pending investigation.


13. INDEMNIFICATION
Client agrees to defend, indemnify, and hold harmless Provider, its owners, officers, employees, contractors, affiliates, successors, and assigns from and against any claims, damages, liabilities, settlements, judgments, penalties, costs, expenses, and attorney fees arising from:
Lead Source Violations
* Improper lead acquisition
* Purchased lead lists
* Lack of consent
Messaging Violations
* TCPA violations
* FCC violations
* CTIA violations
* State telemarketing violations
Regulatory Actions
* Investigations
* Enforcement actions
* Administrative proceedings
Consumer Claims
* Class action lawsuits
* Individual lawsuits
* Demand letters
* Consumer complaints
This indemnification obligation survives termination of services.


14. LIMITATION OF PROVIDER RESPONSIBILITY
Provider acts solely as a technology provider and communication platform.
Provider:
* Does not generate Client leads.
* Does not obtain Client consent.
* Does not verify lead legality.
* Does not warrant legal compliance of Client data.
Client assumes full responsibility for all contact data uploaded to the platform.


15. RIGHT TO SUSPEND SERVICES
Provider reserves the right to immediately suspend messaging services if Provider reasonably believes:
* Messaging activity violates law.
* Consent is inadequate.
* Lead sources are questionable.
* Carrier requirements are being violated.
* Client activity creates excessive legal risk.
Provider shall have no liability arising from such suspension.


16. CLIENT ACKNOWLEDGMENT
By signing below, Client acknowledges and agrees that:
☐ Client is solely responsible for obtaining and maintaining legally sufficient consent.
☐ Client is solely responsible for lead acquisition methods.
☐ Client is solely responsible for compliance with TCPA, FCC, CTIA, carrier rules, state telemarketing laws, and applicable privacy laws.
☐ Provider does not independently verify consent or lead legality.
☐ Client agrees to indemnify Provider for claims arising from Client data or messaging activity.
☐ Client understands Provider may suspend services for suspected compliance violations.
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CLIENT NAME: _________________________
AUTHORIZED REPRESENTATIVE: _________________________
TITLE: _________________________
SIGNATURE: _________________________
DATE: _________________________