Privacy Policy

This policy applies to coeandcompany.info — the public website of Coe & Company, a forensic construction consulting and expert witness practice based in Lodi, California. It explains what the website collects, who handles it, how long it is kept, and what you can ask for.

It does not govern work performed under a signed engagement. Once Coe & Company is retained, the handling of case material is governed by the engagement agreement, the protective orders in the matter, and the firm’s professional obligations. Access to the private client area is likewise governed by that agreement rather than by this policy.

The only way this website asks you for anything is the inquiry form on the Contact page. Nothing on the site requires an account, and nothing is collected from you simply for reading it.

The form asks for:

• Your name
• Email address
• Telephone number
• Firm or organisation
• Your role in the matter
• Type of case
• Service requested
• Project location
• Stage of the dispute
• Adverse parties, for the conflict check
• A summary of the matter
• Any deadlines
• How you prefer to be contacted

You may also attach up to 8 documents of up to 25 MB each (PDF, Word, Excel, CSV, plain text, and images (JPEG, PNG, WebP, HEIC, GIF, TIFF)).

Please send only what is needed to assess the matter. An initial inquiry does not create a consulting engagement or an attorney–client relationship, and nothing you send before an engagement is in place is protected by one. Privileged material, medical records and personal identifiers such as social security numbers should wait until the firm is retained.

Two of the fields are likely to describe people other than you — the summary of the matter, and the adverse parties named for the conflict check. That information is used for the conflict check and the assessment of the matter, and for nothing else.

The site counts page views so the firm can see which pages are useful. The counter is deliberately anonymous. It records:

• Which page was opened
• The date and time
• The domain of the site you arrived from, if any — the domain only, never the full address
• Whether the device was a phone or a computer

It does not record:

• Your IP address
• Any cookie, device identifier or advertising identifier
• Your name, email address or any other detail that could identify you
• Anything at all about visits to the private client area

Because there is no identifier in it, these counts cannot be traced back to you or assembled into a profile. Web server logs kept by the hosting provider for security and reliability are a separate matter and are held by that provider under its own policy, linked in section 6.

This website sets no cookies. It uses no advertising networks, no social media pixels, no session replay, no fingerprinting, and no cross-context behavioural tracking of any kind. There is no cookie banner on this site because there is nothing to consent to.

Some browsers send a Do Not Track signal or a Global Privacy Control signal. These exist to tell a site not to sell or share your information or track you across other sites. This website does none of those things for any visitor, so there is no behaviour for those signals to change.

What you send through the inquiry form is used to:

• run a conflict check before the firm considers the matter;
• assess whether the firm has the expertise and availability to assist;
• reply to you by your preferred method;
• prepare an engagement agreement and fee schedule, if the matter proceeds;
• meet record-keeping obligations that apply to expert engagements.

The anonymous page counts are used only to understand which pages are read. They are not used to make any decision about any individual.

Your information is not used for advertising, not used to train any machine-learning model, and not combined with information bought from data brokers.

Three companies process information on the firm’s behalf. Each is bound to use it only to provide its service.

Information is stored on servers in the United States. No other company receives information from this website.

Coe & Company does not sell personal information, and does not share it for cross-context behavioural advertising. It has not done so in the preceding twelve months.

Information is disclosed only in these circumstances:

• to the service providers named in section 6, to deliver the service;
• where the matter proceeds, to those the engagement requires — counsel of record, and such other experts or parties as the engagement and any protective order allow;
• where compelled by subpoena, court order or other legal process, or where disclosure is required to comply with the law;
• where necessary to establish or defend a legal claim, or to protect the safety of any person.

If you are a California resident, the California Consumer Privacy Act, as amended by the California Privacy Rights Act, gives you the rights below. The firm honours them for every visitor, not only Californians.

The categories of personal information collected through this website are identifiers (your name and contact details), professional information (your firm and your role), and the contents of the inquiry you choose to send, including any documents attached. They come from you. They are collected and used for the purposes in section 5, and disclosed only as described in section 7.

Other states — including Colorado, Connecticut, Virginia and Utah — give their residents comparable rights to access, correct and delete personal information, and to appeal a refusal. Ask under section 10 and the firm will treat your request the same way.

If you are in the United Kingdom or the European Economic Area, information is processed on the basis of the firm’s legitimate interest in responding to a professional inquiry, on the steps necessary to enter into a contract where you ask the firm to act, and on compliance with its legal obligations. You have the right to access, rectification, erasure, restriction, portability, and objection, and the right to complain to your supervisory authority.

Write to lcoe@coeandcompany.info or call +1 (209) 403-8186. Say what you would like — a copy, a correction, or deletion — and give enough detail for the firm to find your record, which is usually the email address or telephone number you used.

The firm will acknowledge within ten business days and respond substantively within forty-five days, extending once by a further forty-five days if the request is complex, and telling you if it does. There is no charge.

Before releasing or deleting anything, the firm has to be satisfied you are who you say you are, which it will normally do by replying to the address the inquiry came from. An authorised agent may act for you with written permission.

One limit, stated plainly: where the firm has been retained, its file is a professional record and may be subject to a protective order, a litigation hold, or a duty to preserve evidence. In those cases material cannot be deleted on request. The firm will tell you if that applies and why.

Inquiries that do not become engagements are kept while the firm considers the matter and afterwards only as long as is needed for conflict checking — the firm has to be able to show which matters it has previously seen.

Engagement files are kept for the period required by the applicable statutes of limitation and the firm’s professional record-keeping obligations, which for construction matters in California can run for years after a project is complete.

Anonymous page counts contain nothing personal and are kept as aggregate statistics.

Every page and every form submission on this site is encrypted in transit with HTTPS, which the site requires — an attempt to reach it over an unencrypted connection is upgraded automatically. Inquiries and attached documents are held in access-controlled storage and are not publicly reachable: a document you attach can only be opened through a short-lived link issued to an authorised user.

Access is limited to Lyle E. Coe and those assisting on a matter. No method of transmission or storage is perfectly secure, and the firm does not claim otherwise. If a breach affects your information, you will be notified as the law requires.

This is a professional service for counsel, owners, contractors and carriers. It is not directed to children, and the firm does not knowingly collect information from anyone under 16. If you believe a child has sent information through this site, write to the address in section 14 and it will be deleted.

Material changes to this policy will be posted here with a new “last updated” date. This policy was last reviewed on October 14, 2026.

Questions about privacy, or a request under any of the rights above:

Coe & Company
904 Black Diamond Way, Suite A, Lodi, CA 95240
Email: lcoe@coeandcompany.info
Phone: +1 (209) 403-8186