Financial expert witness, litigation support, economic damages, and business valuation services for counsel who need courtroom-ready independence, disciplined expert reports, and trial-tested financial analysis.Contact us →Contact us →

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United States

Privacy policy

Privacy policy draft. Replace with jurisdiction-appropriate language before launch, especially after analytics, CRM, and hosting tools are finalized.

Information collected through the contact form

The contact form may collect name, email, phone number, organization, matter type, timeline, and a general description of the financial issue. Visitors should not submit privileged documents or confidential matter details before conflicts and engagement terms are addressed.

CRM and automation tools

Before launch, the form may be connected to GoHighLevel or another CRM workflow to route inquiries, send notifications, and support follow-up. The final policy should identify the actual tools used and how data is processed.

Cookies and analytics

The site may use essential cookies for preferences, including cookie notice consent. If analytics, pixels, or advertising tools are added, disclose them here before publishing.

Final review required

This page is a working draft and should be reviewed by qualified counsel for the firm, jurisdictions, and data processors used at launch.

FAQ

Frequently asked questions

Answers to common intake, scope, and process questions before contacting the firm.

What should a privacy policy explain?

A privacy policy should explain what information the site collects, how it is used, how it is protected, and how users can contact the firm about privacy questions.

Does a contact form collect sensitive information?

It can. Intake forms should ask only for necessary information and warn users not to submit confidential matter details before engagement.

Should analytics and tracking be disclosed?

Yes. If analytics, cookies, advertising pixels, or CRM tools are used, the policy should disclose them consistently with applicable requirements.

Discuss your case with an expert

Reach out before you send privileged documents.

Share party names for a conflict check, the general matter type, deadlines, and the financial question - so counsel can align on scope, forum requirements, and whether the engagement should be consulting or testifying. You can also request litigation support for damages, valuation, fraud investigations, contract financial issues, or court testimony preparation.