Last updated: January 1, 2025

Cookie Policy

This Cookie Policy explains how Client Insight ("we," "us," or "our") uses cookies and similar tracking technologies when you visit our website and use our services (collectively, the "Service").

1. What Are Cookies?

Cookies are small text files that are stored on your device (computer, tablet, or mobile phone) when you visit a website. They help the website remember your actions and preferences over time, so you don't have to re-enter information each time you visit.

Cookies can be "persistent" (remaining on your device for a set period) or "session" cookies (deleted when you close your browser). They can be set by the website you're visiting ("first-party cookies") or by third parties ("third-party cookies").

2. Types of Cookies We Use

2.1 Essential Cookies

These cookies are necessary for the Service to function properly. They enable core functionality such as security, authentication, and accessibility. You cannot opt out of these cookies.

Cookie NamePurposeDuration
sb-access-tokenUser authentication sessionSession
sb-refresh-tokenSession refresh token7 days
csrf_tokenSecurity - prevents cross-site request forgerySession

2.2 Functional Cookies

These cookies enable enhanced functionality and personalization, such as remembering your preferences and settings.

Cookie NamePurposeDuration
themeStores your light/dark mode preference1 year
localeStores your language preference1 year
sidebar_stateRemembers sidebar expanded/collapsed state30 days

2.3 Analytics Cookies

These cookies help us understand how visitors interact with the Service by collecting and reporting information anonymously. This helps us improve our website and services.

Cookie NamePurposeDuration
_gaGoogle Analytics - distinguishes users2 years
_ga_*Google Analytics - maintains session state2 years
_gidGoogle Analytics - distinguishes users24 hours

2.4 Marketing Cookies

Currently, we do not use marketing or advertising cookies. If this changes in the future, we will update this policy and obtain your consent where required.

3. Other Tracking Technologies

In addition to cookies, we may use similar tracking technologies:

  • Local Storage: Similar to cookies but can store larger amounts of data. Used to store user preferences and session data.
  • Session Storage: Similar to local storage but cleared when you close your browser.
  • Pixel Tags: Small graphic images that may be included in emails to track whether emails are opened and links are clicked.

4. Third-Party Cookies

Some cookies on our Service are set by third parties. These third parties may collect information about your online activities over time and across different websites.

We use the following third-party services that may set cookies:

5. How to Manage Cookies

5.1 Browser Settings

Most web browsers allow you to control cookies through their settings. You can:

  • View what cookies are stored on your device
  • Delete some or all cookies
  • Block all cookies or only third-party cookies
  • Set preferences for certain websites

Please note that blocking cookies may affect your experience on the Service, and some features may not work properly.

Browser-Specific Instructions:

5.2 Opt-Out of Analytics

You can opt out of Google Analytics by:

5.3 Do Not Track

Some browsers have a "Do Not Track" feature that signals to websites that you don't want your online activity tracked. Currently, there is no universal standard for how websites should respond to DNT signals. At this time, we do not respond to DNT signals, but we do provide the opt-out options described in this policy.

6. Cookie Consent

When you first visit our Service, you may see a cookie consent banner. This banner allows you to:

  • Accept all cookies
  • Reject non-essential cookies
  • Customize your cookie preferences

You can change your cookie preferences at any time by:

  • Accessing the cookie settings through the footer link
  • Clearing your cookies and revisiting the site
  • Adjusting your browser settings

7. Updates to This Policy

We may update this Cookie Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. We will post the updated policy on this page and update the "Last updated" date.

We encourage you to review this policy periodically to stay informed about our use of cookies.

8. Contact Us

If you have questions about our use of cookies or this Cookie Policy, please contact us at:

Client Insight - Privacy Team

Email: privacy@client-insight.com

Address: Charlotte, NC 28202