Privacy & Terms

Privacy Policy

This policy covers the D.A. Doddridge & Associates website and IntelliTake, our expert-matching service. It explains what we collect, why, where it is kept and who processes it for us.

Contact form on this website

When you use the contact form we receive your name, firm, email, phone number and message. We use them to answer your inquiry. Submissions are stored by Netlify, which hosts this website.

IntelliTake: attorney requests

When an attorney asks for an expert we receive the description of the matter, the answers to the intake questions, the parties and companies listed for the conflict check, and the attorney's name, firm, email and phone. We use them to check conflicts, identify suitable experts, arrange introductions and calls, and follow up on the request. Requests are stored by Netlify. IntelliTake sends emails about the request through Google.

If David invites experts to consider a request, they receive a short summary of the matter written without party names.

We keep a record of each attorney's requests, linked to their email address, so we can recognize returning clients, see which firms we have worked with, and track how new business reaches us. David may note on that record whether the attorney or firm is an existing client of D.A. Doddridge & Associates. If a new client tells us how they heard about us, including who referred them, we keep that answer with the request.

IntelliTake: expert applications

When a construction professional applies to join the expert network we receive the application details (name, contact information, discipline, licenses, experience, testimony history and rates) and the CV they upload. They are kept in Google Drive and Google Sheets and used to review the application and match experts to requests. The uploaded CV is read by AI (Anthropic) to fill in the application form for the applicant to check; the application page says so. A CV uploaded but never submitted is deleted after 7 days.

Experts already in the network can ask to update their details. We email a link to the address on file to confirm it is them; the changes, and any new CV, are kept for David to review, and the details they replace are kept as history.

Feedback

If you send feedback through IntelliTake we receive the kind of feedback, your message or rating, the part of the site you were on, and your email address only if you choose to give it. We use it to improve IntelliTake.

Companies that process information for us

• Netlify hosts both websites, receives form submissions and stores IntelliTake requests.
• Google sends IntelliTake emails and call invitations, stores expert applications (Drive and Sheets), and supplies the fonts both websites use, which means your browser contacts Google to load them.
• Anthropic provides the AI that helps organize intake information and suggest matches. What it receives is described under How IntelliTake handles case information.

We do not sell personal information and we do not use it for advertising.

Cookies and analytics

This website uses no cookies, analytics or tracking.

IntelliTake uses no advertising or third-party tracking. It keeps its own record of pages viewed, intake steps reached, errors and failed requests, tied to a random code for that browser tab rather than to a person, and containing no names, contact details or case information. These records are deleted after 90 days. Its only cookie is the sign-in cookie used by D.A. Doddridge staff. To guard against abuse it counts requests per network address, stored only in scrambled form and deleted after 2 days.

What is saved in your browser

• An unfinished IntelliTake request stays in that browser tab only, and is cleared after 30 minutes without activity or when the tab is closed.
• After you submit a request, your name, firm, email and phone are saved on that device so your next request is quicker. No case details are saved. You can remove them with "Forget my details" on the request form, or by clearing your browser's site data.
• An unfinished expert application is saved on that device for up to 7 days, or until it is submitted.

Whether you are a returning client is determined from our own records, not from your browser.

Who can see it

D.A. Doddridge & Associates and the developer who builds and maintains IntelliTake for us, plus the companies above to the extent they process it for us.

How long we keep it

Attorney requests, attorney records, contact-form messages and expert applications are kept until they are no longer needed or you ask us to delete them; we do not currently delete them automatically. The shorter periods above apply to unsubmitted CVs, visit records and abuse counters.

Terms of Use

Using these websites

You may use these websites to learn about D.A. Doddridge & Associates, contact us, request help finding an expert, or apply to join the expert network. Please provide accurate information and do not misuse the sites or try to access parts of them that are not meant for you.

No legal advice or expert opinion

Content on these websites, including the summaries, questions and suggestions IntelliTake's AI produces during intake, is general information. It is not legal advice and it is not a formal expert opinion on any matter.

An inquiry is not an engagement

Sending a message or an IntelliTake request does not engage D.A. Doddridge & Associates or any expert. An engagement exists only once it has been agreed with the expert or the firm.

Expert recommendations

Recommendations depend on review by David Doddridge, conflict checks, the expert's availability, and suitability for the matter. We may decline a request or be unable to find a suitable expert.

Fees

Any placement fee, expert rates and payment terms are set by the applicable agreement for that matter, not by these terms.

No promised results

We do not promise any outcome in a dispute, claim or lawsuit.

These terms cover use of the websites only. They do not replace any signed agreement with D.A. Doddridge & Associates or an expert.

How IntelliTake handles case information

IntelliTake uses AI from Anthropic to help organize the information an attorney provides and to suggest experts who may fit. David Doddridge personally reviews and approves every recommendation before an attorney sees it. The AI does not give legal opinions and does not decide which experts are recommended.

Kept separate for the conflict check

The parties and companies an attorney lists for the conflict check, the case name or matter number, and the attorney's own name and contact details are not sent to the AI. Where a listed name appears in the case description, it is replaced with a role before anything is sent, and the stored copy of the description has it replaced too. IntelliTake also looks for other names and for street addresses in what is typed: street addresses are replaced with "a property in" the state (or the attorney is asked for the state), and other names are shown to the attorney to replace with a role before anything is sent.

What the AI may receive

• The description of the matter and the intake answers, with names replaced by roles.
• Expert profiles from our roster (discipline, licenses, experience, availability), so it can suggest matches. Expert names are left out of matching, but may be included when David uses IntelliTake's assistant to review a request.
• For expert applicants: the uploaded CV, in full, to fill in the application form; and, when the help panel is used, the question together with the application details entered so far.

Questions and requests

To ask what information we hold about you, to correct it, or to ask us to delete it, use the contact form or call 800.717.7523. Deletion requests are handled by our team directly.