Privacy Policy

Effective Date: July 21, 2026
Last Updated: July 21, 2026

Capital Valley Discovery Services (“Capital Valley Discovery,” “CVD,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how we collect, use, disclose, retain and protect information when you visit cvdlegal.com, submit a form, request a quote, communicate with us, access services made available through our website, or otherwise interact with Capital Valley Discovery Services.

By using our website, you acknowledge the practices described in this Privacy Policy.

1. Scope of this Privacy Policy

This Privacy Policy applies to personal information collected through:

Our website and webpages;

Contact and quote-request forms;

Email, telephone and other business communications;

Client intake and account-management processes;

Our client portal, where applicable;

Cookies, analytics and similar website technologies; and

Other interactions with Capital Valley Discovery Services.

This policy does not necessarily apply to information processed solely on behalf of a client under a separate services agreement, confidentiality agreement, data-processing agreement or other contractual arrangement. When we process case-related materials on behalf of a law firm, attorney or other client, that client may control how the information is collected and used.

2. Information We Collect

The information we collect depends on how you interact with us.

A. Information You Provide Directly

We may collect information that you voluntarily provide, including:

Name;

Law firm, company or organization name;

Job title or professional role;

Mailing address;

Email address;

Telephone number;

Preferred method of contact;

Information submitted through Contact Us or Get a Quote forms;

Project type, requested service and desired completion date;

Approximate document, file or page volume;

Billing, invoicing and payment-related information;

Account or client-portal information;

Communications, requests and feedback;

Files or documents that you intentionally provide through an approved method; and

Other information necessary to evaluate, establish or perform a business relationship.

Please do not submit confidential, privileged, sensitive or case-specific information through a general website form unless we have expressly instructed you to do so through an approved secure method.

B. Information Collected Automatically

When you visit our website, we and our technology providers may automatically collect certain information, such as:

Internet Protocol address;

Browser type and version;

Device type and operating system;

Referring website or source;

Pages viewed and links selected;

Dates and times of visits;

General geographic information derived from an IP address;

Website-performance and error information;

Cookie identifiers; and

Other technical information regarding website use.

C. Client and Case-Related Information

When providing litigation-support or document-related services, we may receive information from attorneys, law firms, businesses, governmental entities, service providers or other clients.

Depending on the engagement, this information may include personal information contained in case files, correspondence, discovery materials, deposition materials, exhibits, records or other documents.

Such information is handled in accordance with the applicable client agreement, confidentiality obligations, professional requirements and applicable law. Website visitors should not upload case materials through an unsecured website form.

D. Payment Information

Payments may be processed by an independent payment-processing provider. We may receive limited transaction information, such as payment status, amount, date and billing contact information.

We may not directly receive or retain complete payment-card numbers when payment information is submitted directly to a third-party payment processor.

3. How We Use Information

We may use personal information to:

Respond to inquiries and requests;

Prepare quotes, estimates and proposed scopes of work;

Determine whether we can assist with a requested project;

Communicate about services, projects and deadlines;

Establish and manage client relationships;

Provide litigation-support and document-related services;

Create and administer client accounts or portal access;

Process payments and maintain transaction records;

Send administrative, transactional or service-related messages;

Provide requested updates or marketing communications;

Improve our website, services and customer experience;

Analyze website traffic and performance;

Detect, investigate and prevent fraud, misuse or security incidents;

Protect our clients, personnel, systems and legal rights;

Enforce contracts and website terms;

Maintain records;

Comply with legal, regulatory and contractual obligations; and

Carry out other purposes disclosed when information is collected.

We may also use aggregated or de-identified information for lawful business purposes when that information cannot reasonably be used to identify an individual.

4. Cookies and Similar Technologies

Our website may use cookies, pixels, tags, local storage and similar technologies.

These technologies may be used to:

Enable essential website functions;

Remember preferences;

maintain website security;

Measure website traffic;

Understand how visitors use the website;

Improve website design and performance;

Determine which marketing source brought a visitor to the website; and

Support embedded forms or third-party website features.

You can usually manage cookies through your browser settings. Blocking certain cookies may affect website functionality.

Where required by applicable law, we will provide additional cookie choices or obtain consent before using certain nonessential technologies.

5. Analytics and Third-Party Website Tools

We may use third-party tools to host or operate the website, provide embedded forms, analyze website traffic, maintain customer relationships, process payments, schedule communications or provide portal functionality.

These providers may collect or receive information as necessary to perform services for us.

Depending on the website’s final configuration, providers may include companies offering:

Website hosting;

Customer-relationship management;

Contact and quote forms;

Analytics;

Email and text-message delivery;

Payment processing;

Cloud storage;

Cybersecurity;

Client-portal services; and

Technical support.

Before publishing this policy, Capital Valley Discovery Services should confirm the actual platforms installed on the website and update this section where needed.

6. How We Disclose Information

We may disclose personal information to the following categories of recipients:

Service Providers

We may disclose information to vendors and contractors that provide services on our behalf, including hosting, software, analytics, communications, storage, security, document handling, payment processing and professional support.

These providers are authorized to use information as necessary to provide contracted services or as otherwise permitted by law.

Professional Advisers

We may disclose information to attorneys, accountants, insurers, auditors, consultants and other professional advisers when reasonably necessary.

Clients and Authorized Participants

Information associated with a client project may be disclosed to the client, its authorized personnel, its attorney, designated vendors or other recipients authorized by the client.

Legal and Safety Purposes

We may disclose information when we reasonably believe disclosure is necessary to:

Comply with a law, regulation, subpoena, court order or legal process;

Respond to a governmental or regulatory request;

Establish, exercise or defend legal claims;

Investigate suspected fraud, misuse or unlawful activity;

Protect the rights, property or safety of Capital Valley Discovery Services, our clients or others; or

Enforce an agreement or policy.

Business Transactions

If Capital Valley Discovery Services is involved in a merger, acquisition, financing, reorganization, sale of assets or similar transaction, information may be disclosed as part of that transaction, subject to appropriate confidentiality protections.

With Your Direction or Consent

We may disclose information when you direct us to do so or provide consent.

7. Sale or Sharing of Personal Information

Capital Valley Discovery Services does not sell personal information for monetary consideration.

We also do not knowingly share personal information for cross-context behavioral advertising as those terms are defined under the California Consumer Privacy Act.

If our practices change, we will update this Privacy Policy and provide any notices, links or choices required by applicable law.

8. Confidentiality and Legal Materials

Capital Valley Discovery Services understands that litigation-support projects may involve confidential, sensitive or legally protected information.

We use reasonable administrative, technical and physical measures intended to safeguard information entrusted to us. Access to client materials is limited to personnel, contractors and service providers who require access for an authorized business purpose.

However:

Submission of a website form does not establish an attorney-client relationship;

Capital Valley Discovery Services is not a law firm and does not provide legal advice;

Contacting us does not automatically create a client or service-provider relationship;

Information submitted before an engagement is accepted may not be protected by attorney-client privilege; and

Confidential or case-sensitive materials should only be transferred through a method approved by Capital Valley Discovery Services and the applicable client.

9. Data Security

We maintain reasonable safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration or disclosure.

These safeguards may include:

Access controls;

Password protections;

Secure hosting;

Encryption where appropriate;

Software and system updates;

Vendor-management procedures;

Confidentiality requirements;

Secure document-transfer methods; and

Administrative policies and employee or contractor training.

No website, transmission method or storage system is completely secure. Therefore, we cannot guarantee absolute security.

10. Data Retention

We retain personal information for as long as reasonably necessary to:

Fulfill the purposes described in this policy;

Provide requested services;

Maintain client and business records;

Comply with legal, accounting and tax obligations;

Resolve disputes;

Enforce agreements;

Maintain security; and

Protect legal rights.

Retention periods may vary depending on the type of information, client instructions, contractual obligations, legal requirements and the nature of the project.

When information is no longer reasonably required, we may delete, destroy or de-identify it in accordance with our procedures and applicable obligations.

11. Email, Telephone and Text Communications

When you provide contact information, we may use it to respond to your request and provide service-related communications.

We may also send marketing messages where permitted by law. You may unsubscribe from promotional email by using the unsubscribe instructions included in the message or by contacting us.

Opting out of promotional communications will not prevent us from sending necessary transactional or service-related communications.

Text messages, when offered, may be subject to separate consent language. Message and data rates may apply. Consent to receive marketing text messages should not be a condition of purchasing services.

12. Your Choices

You may:

Decline to provide optional information;

Adjust browser cookie settings;

Unsubscribe from promotional email;

Request an update to your contact information;

Ask questions about our privacy practices; or

Request deletion of information, subject to legal, contractual and operational exceptions.

Requests may be submitted using the contact information at the end of this policy.

13. California Privacy Rights

California law may provide residents with certain privacy rights. The rights available to a particular individual depend on the circumstances and on whether the applicable law covers Capital Valley Discovery Services or the information involved.

Subject to applicable exceptions, qualifying California residents may have the right to request:

The categories of personal information collected;

The categories of sources from which information was collected;

The purposes for collecting, using, selling or sharing information;

The categories of third parties to whom information was disclosed;

The specific pieces of personal information maintained about them;

Correction of inaccurate personal information;

Deletion of personal information;

Opt-out of the sale or sharing of personal information;

Limitation of certain uses or disclosures of sensitive personal information; and

Equal service and freedom from unlawful discrimination for exercising privacy rights.

Capital Valley Discovery Services does not sell personal information or knowingly share it for cross-context behavioral advertising.

Submitting a California Privacy Request

A California resident may submit a request by contacting:

Email: [email protected]
Mail: Capital Valley Discovery Services
P.O. Box 689
Loomis, CA 95650

Please use the subject line:

California Privacy Request

Your request should describe the right you wish to exercise and provide sufficient information for us to identify relevant records.

Verification

We may take reasonable steps to verify your identity before fulfilling a request. Verification may require confirming information already maintained by us.

We will use information submitted for verification only to evaluate and respond to the request, except as otherwise permitted by law.

Authorized Agents

Where permitted by law, you may designate an authorized agent to submit a request on your behalf. We may require proof of the agent’s authority and may also ask you to verify your identity directly.

Response Timing

We will respond within the period required by applicable law. Certain requests may require additional time, in which case we will provide notice where required.

Exceptions

Privacy rights are subject to exceptions. For example, we may retain or decline to delete information when necessary to complete a transaction, provide requested services, comply with legal obligations, preserve evidence, maintain security, exercise legal rights or satisfy contractual and professional obligations.

The CCPA’s current requirements include accessible request procedures and generally contemplate responding to verifiable consumer requests within the applicable statutory period.

14. Do Not Track and Global Privacy Control

Some browsers allow users to transmit a “Do Not Track” signal.

Because no universally accepted standard currently governs how all websites should respond to traditional Do Not Track signals, our website may not respond to those signals.

Where required by applicable law, we will process recognized browser-based opt-out preference signals, such as Global Privacy Control, for the browser or device transmitting the signal.

Third-party services integrated into the website may collect information over time and across different websites, depending on the technologies installed and the user’s settings.

15. Children’s Privacy

Our website and services are intended for legal professionals, businesses and adults. They are not directed to children under 13.

We do not knowingly collect personal information directly from children under 13 through the website. If we learn that a child has submitted personal information without appropriate authorization, we will take reasonable steps to delete it.

16. External Websites

Our website may contain links to websites, applications or services operated by third parties.

We are not responsible for the privacy, security or content practices of third-party services. Visitors should review the privacy policies of those providers before submitting information.

17. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in:

Our services;

Website functionality;

Technology providers;

Information practices;

Legal requirements; or

Operational needs.

When we make changes, we will post the revised policy and update the “Last Updated” date. Material changes may also be communicated through other reasonable methods where required.

18. Contact Us

For questions, privacy requests or concerns regarding this Privacy Policy, contact:

Capital Valley Discovery Services
P.O. Box 689
Loomis, CA 95650

Email: [email protected]