Cookie Policy

A cookie is a small text file a website stores on your device so it can recognise your browser on a later request. Cookies can be set by the site you are visiting (first-party) or by another service the site uses (third-party), and they can last only until you close the browser (session cookies) or persist for a defined period (persistent cookies).

We also use related technologies that behave similarly — local storage, session storage and pixels in email — and treat them under this policy.

These make the service work and cannot be switched off. Without them you cannot sign in or stay signed in. They set no marketing identifiers.

• Authentication session. Keeps you signed in to the application and identifies your workspace between requests. Persistent, typically expiring after a period of inactivity.
• Client-portal session. Holds the scoped, expiring token that limits a portal visitor to their own engagement.
• Security tokens. Protect forms and requests against cross-site request forgery. Session-only.
• Load balancing. Routes your requests consistently so the app behaves predictably. Session-only.

These remember choices you have made so the product feels consistent. Disabling them does not break the service, but preferences will reset.

• Theme preference. Remembers whether you chose light or dark mode.
• Workspace and view state. Remembers your last active firm, sidebar state and table-versus-board view choices.
• Notice dismissals. Remembers that you have dismissed a banner or completed an onboarding step.

These help us understand, in aggregate, which pages and features are used so we can improve them. We configure analytics to minimise personal data and we do not use it to build advertising profiles.

• Usage measurement. Counts page and screen views, distinguishes first from returning visits, and measures how far people get in flows such as sign-up. Persistent, typically up to 12 months.
• Error and performance monitoring. Groups related errors and page-load timings so we can diagnose faults.

We do not currently run advertising networks or behavioural retargeting on this site, so no marketing cookies are set. If that changes, we will update this policy and ask for consent before any such cookie is placed. Links in our own emails may include a simple tag that tells us a campaign was opened or clicked; you can stop these by unsubscribing.

Every major browser lets you see stored cookies, delete them, block third-party cookies, or block all cookies. The controls are usually under Settings → Privacy and security in Chrome and Edge, Settings → Privacy & Security in Firefox, and Settings → Privacy in Safari. Private or incognito windows discard cookies when the window closes.

Blocking strictly necessary cookies will prevent sign-in and the client portal from working. Blocking functional or analytics cookies is safe; the product will simply forget your preferences and we will see less about how it is used. Because support for the browser “Do Not Track” signal is inconsistent, we do not rely on it, but we honour recognised opt-out signals where legally required.

Cookies are one of several ways we process personal data. Our Privacy Policy covers the full picture — what we collect, why, which subprocessors are involved, how long we keep it, and the access, export and deletion rights you have. This cookie policy supplements it rather than replacing it.

We will update this policy if the cookies we use change; the “last updated” date above always reflects the current version. Questions: email support@consultsuitepro.com with “Cookies” in the subject line.