Terms and Conditions

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

These Terms and Conditions (“Terms”) govern your access to and use of the Capital Valley Discovery Services website, including cvdlegal.com, its webpages, online forms, client-portal links and other website features collectively referred to as the “Website.”

The Website is operated by Capital Valley Discovery Services (“Capital Valley Discovery,” “CVD,” “we,” “us,” or “our”).

By accessing or using the Website, you agree to these Terms and our Privacy Policy. If you do not agree to these Terms, please do not use the Website.

1. Website Purpose

The Website provides general information about Capital Valley Discovery Services and the litigation-support, document-organization and related services that may be available.

The Website may allow users to:

Learn about our services;

Request information;

Request a quote or estimate;

Contact our team;

Access a third-party or separate client portal;

Submit basic project information; and

Review general educational or informational content.

Information presented on the Website is provided for general informational and business-development purposes only.

2. No Legal Advice

Capital Valley Discovery Services is not a law firm and does not provide legal advice, legal representation or attorney services through the Website.

Nothing on the Website should be interpreted as:

Legal advice;

A legal opinion;

A recommendation concerning a legal matter;

A substitute for advice from a licensed attorney; or

A representation regarding the outcome of a case, proceeding or dispute.

You should consult a qualified attorney regarding legal questions, rights, obligations, deadlines or strategy.

3. No Attorney-Client Relationship

Your use of the Website, submission of a form, telephone call, email or other communication with Capital Valley Discovery Services does not create an attorney-client relationship.

Capital Valley Discovery Services does not represent Website visitors as legal counsel.

Submitting an inquiry or quote request also does not automatically create a client relationship, service-provider relationship, fiduciary relationship or contractual engagement between you and Capital Valley Discovery Services.

A service relationship is established only when Capital Valley Discovery Services accepts the engagement and the parties enter into an applicable written agreement, statement of work, proposal, authorization or other confirmed arrangement.

4. No Guarantee of Engagement

We reserve the right to accept or decline any inquiry, quote request or proposed project.

Submitting a form does not guarantee:

That we will accept the project;

That we are available by the requested deadline;

That the requested service falls within our scope;

That a particular price will be available;

That a conflict or confidentiality concern does not exist; or

That we will provide services before a written engagement is confirmed.

You should not rely on the submission of a Website form as confirmation that a deadline, appearance, filing, production, deposition or trial-support request has been accepted.

5. Separate Service Agreements

These Terms govern use of the Website. They do not govern all terms of a paid client engagement.

Actual services may be subject to a separate:

Proposal;

Statement of work;

Service agreement;

Master services agreement;

Confidentiality agreement;

Data-processing agreement;

Work authorization;

Invoice;

Payment arrangement; or

Other written agreement.

If these Website Terms conflict with a signed agreement governing a specific project, the signed agreement will control with respect to that project.

6. Quotes and Estimates

Prices, rates, packages or service descriptions displayed on the Website are general information and may change without notice.

A quote or estimate may depend on factors including:

Project scope;

File or document volume;

File organization and condition;

Complexity;

Required deliverables;

Staffing requirements;

Production specifications;

Physical or digital materials;

Travel or shipping;

Third-party costs;

Rush requests; and

Applicable deadlines.

Unless expressly stated otherwise in writing, a quote is an estimate and not a guaranteed final price.

Additional work, revised instructions, changed deadlines, increased volume or circumstances outside the original scope may result in additional fees.

7. Confidential and Sensitive Information

Do not submit confidential, privileged, sensitive or protected case information through a general Contact Us or Get a Quote form.

In particular, do not include through a general Website form:

Detailed case strategy;

Attorney-client communications;

Protected health information;

Social Security numbers;

Financial-account information;

Passwords;

Full payment-card information;

Confidential discovery materials;

Sealed documents;

Information subject to a protective order; or

Materials requiring secure transmission.

If a project is accepted, Capital Valley Discovery Services may provide instructions for an approved document-transfer method.

We are not responsible for sensitive information submitted through an unapproved or unsecured communication method contrary to these instructions.

8. Accuracy of Information You Provide

You agree that information you provide through the Website will be accurate, current and complete to the best of your knowledge.

You must not:

Impersonate another person or organization;

Submit false contact information;

Misrepresent your authority;

Submit information you are not authorized to disclose;

Upload malicious or unlawful content; or

Use another person’s identity or account without permission.

You represent that you have the necessary authority and permission to provide any information or materials that you submit.

9. Electronic Communications

By contacting us electronically, you consent to receive responsive electronic communications from Capital Valley Discovery Services concerning your inquiry.

These may include:

Email responses;

Quote-related communications;

Scheduling communications;

Service updates;

Administrative notices; and

Transactional messages.

Promotional email or text-message communications, when used, will be subject to any additional consent and opt-out requirements provided at the point of collection.

Electronic communications may not always be secure or error-free. You should use an approved secure method when transmitting confidential materials.

10. Client Portal and Account Security

The Website may provide a link to a client portal hosted on a separate domain or operated by a third-party service provider.

If you receive login credentials, you are responsible for:

Maintaining the confidentiality of your credentials;

Using a strong and unique password;

Restricting access to your account;

Logging out of shared devices;

Promptly reporting suspected unauthorized access; and

Ensuring that authorized users comply with applicable requirements.

You must not share portal access with anyone who is not authorized to view the applicable client or project information.

We may suspend or terminate portal access when reasonably necessary to protect security, comply with client instructions, address misuse or conclude an engagement.

Additional portal terms may apply.

11. Permitted Use

You may use the Website only for lawful business and informational purposes.

You may view, print or temporarily download Website content for your own internal, noncommercial reference, provided that you do not remove copyright, trademark or proprietary notices.

No other rights are granted except as expressly stated in these Terms.

12. Prohibited Conduct

You may not use the Website to:

Violate any applicable law or regulation;

Submit fraudulent, deceptive or misleading information;

Infringe intellectual-property, privacy or contractual rights;

Introduce malware, viruses, ransomware or harmful code;

Attempt unauthorized access to the Website, server or client portal;

Probe, scan or test Website vulnerabilities without written authorization;

Circumvent authentication or security controls;

Interfere with Website performance;

Collect information about other users without authorization;

Use automated scraping, crawling or data-extraction tools without permission;

Send spam or unsolicited commercial communications;

Falsely imply an affiliation with Capital Valley Discovery Services;

Copy or reproduce substantial portions of the Website;

Reverse engineer Website software where prohibited;

Use the Website to develop a competing content database; or

Engage in conduct that could damage Capital Valley Discovery Services, its clients, vendors or users.

We may restrict or terminate access when we reasonably believe these Terms have been violated.

13. Intellectual Property

The Website and its contents are owned by or licensed to Capital Valley Discovery Services and are protected by applicable intellectual-property laws.

Protected materials may include:

The Capital Valley Discovery Services name;

The CVD name and logo;

Website design;

Written copy;

Graphics;

Photographs;

Videos;

Service descriptions;

Downloadable resources;

Templates;

Software;

Branding; and

The selection and arrangement of Website content.

Except as expressly permitted, you may not copy, reproduce, modify, publish, transmit, distribute, sell, license, create derivative works from or commercially exploit Website content without prior written permission.

No use of the Website grants you ownership of any intellectual property.

14. Trademarks

Capital Valley Discovery Services, CVD and associated logos, designs, slogans and service names may be trademarks or service marks belonging to Capital Valley Discovery Services.

You may not use these marks in a manner that:

Suggests sponsorship or endorsement;

Creates confusion;

Misrepresents an affiliation;

Disparages the company; or

Violates applicable trademark law.

Third-party names and marks belong to their respective owners.

15. Materials You Submit

Except for confidential client materials governed by a separate agreement, you retain ownership of materials you submit through the Website.

You grant Capital Valley Discovery Services a limited, nonexclusive right to receive, store, review and use submitted materials as reasonably necessary to:

Respond to your inquiry;

Evaluate a proposed project;

Prepare a quote;

Provide requested Website functionality;

Maintain security;

Comply with legal obligations; and

Protect our rights.

You represent that your submission does not violate the rights of another person or entity.

16. Feedback

If you voluntarily provide suggestions, comments or feedback concerning the Website or our services, we may use that feedback for business-improvement purposes without an obligation to compensate you.

This provision does not authorize us to disclose confidential client information or use protected case materials for marketing.

17. Third-Party Links and Services

The Website may contain links to third-party websites, platforms or services, including:

Client portals;

Payment processors;

Mapping services;

Social-media platforms;

Scheduling systems;

Document-transfer platforms; and

External resources.

These third parties operate independently and may have their own terms and privacy policies.

Capital Valley Discovery Services does not control and is not responsible for the availability, security, accuracy, content or practices of third-party services.

A link does not necessarily constitute an endorsement.

You access third-party services at your own discretion and subject to their applicable terms.

18. Website Availability

We may modify, suspend, restrict or discontinue any part of the Website at any time.

We do not guarantee that the Website will always be:

Available;

Uninterrupted;

Error-free;

Free of harmful components;

Compatible with every device;

Fully secure; or

Current in every respect.

Website maintenance, software issues, security events, internet failures and circumstances outside our control may cause temporary interruptions.

19. Informational Accuracy

We try to keep Website information accurate and current. However, the Website may contain:

Typographical errors;

Outdated information;

Incomplete descriptions;

Technical inaccuracies;

Pricing changes; or

Content that does not apply to every project.

We may correct or update information without notice.

You should contact us directly to confirm current services, availability, scope, pricing and deadlines.

20. No Guarantee of Results

Capital Valley Discovery Services does not guarantee any particular legal, procedural, evidentiary, financial or case outcome.

The quality or completion of litigation-support work does not determine how:

A court will rule;

A judge will interpret evidence;

Opposing counsel will respond;

A witness will testify;

A matter will settle;

A jury will decide; or

A deadline or filing will be treated by a court or agency.

Any testimonials, examples or descriptions of past projects do not guarantee similar results.

21. Website Disclaimer

To the fullest extent permitted by applicable law, the Website and its content are provided on an “as is” and “as available” basis.

Capital Valley Discovery Services disclaims warranties regarding the Website, including implied warranties of:

Merchantability;

Fitness for a particular purpose;

Noninfringement;

Accuracy;

Availability;

Security; and

Reliability.

Nothing in these Terms excludes a warranty or obligation that cannot lawfully be excluded.

This Website disclaimer does not replace any warranties or obligations expressly stated in a separate signed service agreement.

22. Limitation of Liability

To the fullest extent permitted by applicable law, Capital Valley Discovery Services and its owners, officers, employees, contractors and service providers will not be liable for indirect, incidental, special, exemplary, punitive or consequential damages arising solely from your use of or inability to use the Website.

This may include losses associated with:

Lost profits;

Lost business opportunities;

Lost data;

Website interruptions;

Third-party platforms;

Unauthorized access caused by a user’s failure to protect credentials; or

Reliance on general Website content.

To the fullest extent permitted by law, Capital Valley Discovery Services’ aggregate liability arising solely from use of the public Website will not exceed the greater of:

The amount you paid specifically for access to the Website during the six months before the event giving rise to the claim; or

One hundred dollars.

Because use of the public Website is generally provided without charge, the second amount will ordinarily apply.

This limitation does not apply where liability cannot legally be limited, including liability that may arise from fraud, willful misconduct or other conduct for which limitation is prohibited by law. California Civil Code section 1668 restricts contractual provisions that attempt to excuse responsibility for fraud, willful injury or violations of law.

Liability related to an actual client project will be governed by the applicable signed service agreement rather than solely by these Website Terms.

23. Indemnification

To the fullest extent permitted by law, you agree to indemnify and hold harmless Capital Valley Discovery Services and its owners, officers, employees and contractors from third-party claims, damages, liabilities, losses and reasonable expenses arising from:

Your unlawful use of the Website;

Your violation of these Terms;

Materials you submit without proper authorization;

Your infringement of another party’s rights;

Your misuse of a client portal or account; or

Fraudulent or intentionally harmful conduct by you.

This provision does not require you to indemnify Capital Valley Discovery Services for its own fraud, willful misconduct or conduct for which indemnification is prohibited by law.

24. Privacy

Your use of the Website is also subject to our Privacy Policy.

The Privacy Policy explains how we collect, use, disclose, retain and protect personal information.

If you submit information on behalf of another person, you represent that you have authority to do so and have provided any required notices or obtained any required permissions.

25. Copyright Concerns

If you believe that material on the Website infringes your copyright, please contact us and provide:

Your name and contact information;

Identification of the copyrighted work;

Identification of the allegedly infringing material;

The location of that material on the Website;

A statement explaining your good-faith belief that the use is unauthorized;

A statement that the information in your notice is accurate; and

Your physical or electronic signature.

Notices should be sent to:

[email protected]

We may request additional information before acting on a notice.

26. Governing Law

These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles.

Any provision that is prohibited or unenforceable under applicable law will be interpreted or limited only to the extent necessary to make it enforceable where possible.

27. Venue

Unless a different forum is required by applicable law or agreed to in a separate signed agreement, disputes arising solely from use of the Website will be brought in a state or federal court having jurisdiction in or serving Placer County, California.

You and Capital Valley Discovery Services consent to the personal jurisdiction of those courts for such disputes.

This venue section does not override any dispute-resolution provision contained in a separate signed service agreement.

28. Time Limit for Claims

To the extent permitted by applicable law, a claim arising solely from use of the Website must be commenced within one year after the claim accrued.

This provision does not shorten a legally mandated limitations period when applicable law does not permit it to be shortened.

29. Changes to These Terms

We may update these Terms periodically to reflect changes in:

Website functionality;

Business operations;

Services;

Technology;

Security practices; or

Applicable requirements.

The updated Terms will be posted on the Website with a revised “Last Updated” date.

Changes will apply prospectively from the effective date unless otherwise stated or required by law.

Continued use of the Website after updated Terms become effective constitutes acceptance of the revised Terms.

30. Termination or Suspension

We may suspend or terminate access to the Website or client-portal links when reasonably necessary because of:

A violation of these Terms;

Suspected fraud;

Security concerns;

Unauthorized access;

Legal or regulatory requirements;

Client instructions;

Nonpayment under a separate agreement; or

Discontinuation of a Website feature.

Provisions that by their nature should survive termination will remain effective, including provisions concerning intellectual property, disclaimers, limitation of liability, indemnification and dispute resolution.

31. Severability

If any provision of these Terms is determined to be invalid or unenforceable, that provision will be limited or removed to the minimum extent necessary.

The remaining provisions will continue in full force and effect.

32. No Waiver

A failure by Capital Valley Discovery Services to enforce any provision of these Terms does not waive the right to enforce that provision later.

A waiver is effective only when made in writing by an authorized representative.

33. Assignment

You may not assign or transfer your rights or obligations under these Terms without prior written consent.

Capital Valley Discovery Services may assign these Terms as part of a merger, acquisition, restructuring, sale of assets or transfer of Website operations, subject to applicable law.

34. Entire Agreement

These Terms and the Privacy Policy constitute the entire agreement between you and Capital Valley Discovery Services concerning use of the public Website.

They do not replace or modify a signed agreement governing paid services or a specific client engagement.

35. Contact Information

Questions regarding these Terms may be directed to:

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

Email: [email protected]