What this page collects.

What we collect

Your name, email address, and phone number, and your answers to the short set of questions the form asks. Those questions can get personal, because they are the ones a lawyer would ask you first: who has passed away, what county they lived in, whether there is real estate, who else in the family is involved. Answer only what you are comfortable answering here. Anything you skip we can pick up on the call.

We also record which step of the form you reached and when, so we can tell where the form is confusing people and fix it.

Your answers are saved as you type them, from the moment you enter a valid email address. That is deliberate, so a dropped connection does not cost you the form. It does mean that if you start and never finish, we still hold what you had typed by then.

Your IP address is read when you submit, only to limit how many submissions can come from one address in a minute. It is held briefly in memory to do that and is not written to your record.

We do not take payment on this page, so no card or bank details are collected here.

No advertising or analytics tracking

This application carries no Google Analytics tag, no advertising pixels, and no third-party trackers of any kind. It handles client information, so it is built to stay off that grid entirely. The step timings described above are our own, measured here, and shared with nobody.

What happens when you book

Booking a time puts the meeting on the firm’s calendar and sends you a confirmation from our own email system. If you gave an email address, you are added to the calendar invitation so the meeting appears in your calendar too. If you did not, the booking still works and we simply call you.

If you start and do not finish

Someone at the firm may follow up about an unfinished booking, usually a day or so later, and not at all after a month. A person reads what you started and decides whether to write to you. Nothing about that follow-up is sent automatically.

Email and text messages

Because you contacted us, we may send you occasional email updates. You can unsubscribe at any time using the link in any such email, and unsubscribing does not affect anything else.

We send marketing text messages only to people who ticked the box asking for them, and that box is never ticked for you in advance. Reply STOP to any of them to end them. Ticking it is never a condition of booking.

Who else handles it

A small number of providers run this application for us. They process information on our behalf and are not permitted to use it for their own purposes.

• Supabase stores the records described above.
• Vercel hosts this application and keeps standard server logs.
• Google Workspace holds the firm’s calendar and sends the confirmation email.

How long we keep it

If your inquiry does not become a matter, we keep it only as long as it is useful to have a record of the conversation. If it does become a matter, the file is kept for as long as our professional obligations require, which is generally years rather than months.

Something important about writing to us here

Booking a call and answering these questions does not make you a client and does not create an attorney-client relationship. That begins only when we have checked for conflicts, agreed to act for you, and both sides have signed an engagement agreement. Until then, what you send us is not confidential and is not protected by attorney-client privilege. Please keep what you write general, and do not send documents or account numbers here.

Questions about your information

If you have a question about anything you have sent us, or about how it is being handled, write to info@dogwoodestateplanning.com or call (205) 469-8715 and ask.