Last updated October 8, 2026

This policy covers tateesq.com, our booking pages at book.tateesq.com, and our newsletter. It also covers what Tate Esq, LLC (Tate Law) does with information from people who contact us or hire us.

It says what we collect, why, which outside companies handle it for us, and what you can ask us to do about it. If anything here doesn’t match what you see on the site, email support@tateesq.com and we’ll fix whichever one is wrong.

If you’re just reading

You don’t have to tell us who you are to read anything on this site.

Like every website, ours runs on servers that see your IP address and browser details when they send you a page. That’s Vercel, which hosts the site, and SiteGround, which hosts the system our articles are written in and serves the site’s images.

Analytics are off unless you turn them on. That’s the next section.

Analytics: only if you say yes

The first time you visit, a small box at the bottom of the page asks about analytics. Until you pick Allow analytics, no analytics code loads and nothing about your visit goes to Google or any other analytics company.

We remember your answer in a cookie called tate_analytics_v1. It holds one word, granted or denied, and lasts 180 days. It also covers our booking pages, so you only answer once.

You can change your mind any time with the Analytics preferences button in the same corner. If you turn analytics off, we delete the Google Analytics cookies and reload the page.

If you allow analytics, two things load:

• Google Tag Manager and Google Analytics 4. Google Analytics sets its own cookies (_ga and _ga_02NX9SLMKT) so it can tell one visit from the next. We send it the pages you look at, the links you click in our menus and booking buttons, whether you start and finish a calculator, when our newsletter sign-up box appears or gets closed or used, whether you use site search, and whether you play the video on our home and contact pages. We don’t send it what you type into search, what you enter in a calculator, or your name, email address or phone number.

• Fathom Analytics, a second, simpler page-view counter that doesn’t use cookies.

We’ve switched off Google’s advertising features. Our setup tells Google that ad storage, ad personalization and ad user data are always denied, whatever you choose. Google signals, which lets Google connect visits to signed-in Google accounts, is off too.

If you allowed analytics and later send us an inquiry or book a call, our server also tells Google Analytics that it happened and, for a paid booking, the amount. It doesn’t send your name, email address or phone number with it.

If you sign up for the newsletter

We collect your email address and, if you give it, your first name. We also record which sign-up form you used, the page it was on, and whether you were on a phone or a computer.

When you sign up for our newsletter, we note which of our own links brought you to the sign-up form (for example, a forwarded newsletter). We don’t use a cookie for this. We only look at a tag that we put on our own links. We don’t read the page you came from, and a tag we didn’t create is recorded as “other.” The tag sits in your browser tab until you close it. It reaches us when you submit the form, and if you’ve allowed analytics, it also goes to Google Analytics with the sign-up box events. We record it with your sign-up whether or not you allow analytics.

The newsletter runs on Listmonk, software we host on our own server. Newsletters are sent through Amazon SES. Welcome emails and the emails for our AMA events and calculator results are sent through Postmark.

Our newsletter emails record when you open them and which links you click, tied to your subscription. We use that to see what’s useful and to keep the list healthy.

Every newsletter and welcome email has an unsubscribe link that works in one click. When you unsubscribe, we keep your address on a do-not-email list so you don’t get added back by accident.

If you use a calculator or tool

Our calculators do their math in your browser. We only get your numbers if you choose to send them.

“Email me this estimate.” You give us your email address, which also signs you up for the newsletter. We email you the results the calculator showed you. We don’t receive the income, family size or balances you typed in.

The Brunner test assessment. Your answers stay in your browser tab unless you pick one of two options at the end. If you ask us to email you a link to your summary, we send a private link that expires after 24 hours, and the email itself carries none of your answers. If you ask us to keep your information on file, we keep your answers so we can check in with you later. Either way, what you send can include income, expenses, assets, health and disability details, your household, and anything you wrote in your own words. We store it encrypted. If you only asked for the link, we delete your answers after 24 hours. If you asked us to keep them on file and don’t become a client, we delete them after two years. Tell us sooner and we’ll delete them sooner.

If you use Save and come back partway through, we hold your unfinished draft on our server until you finish or delete it. If you don’t touch it for 30 days, we delete it.

The Student Aid TXT file reader. The file you load is read in your browser and isn’t uploaded to us.

Two of our tools, the TXT file reader and the auto-filled PDF generator, save what you entered in your own browser’s storage so it’s there if you come back. That stays on your device. Clearing your browser data removes it.

If you search the site

What you type in the search box goes to our server, which asks Typesense Cloud for results. Typesense only sees our server.

Typesense keeps access logs for 90 days. Those logs don’t include your search. It may record the text of a search that runs slowly or fails, so its engineers can fix it.

If you contact us or book a call

Our booking and inquiry forms at book.tateesq.com ask for your name, email address, phone number and what’s going on with your loans. We also keep the tags on the link that brought you there and the page you came from. If you allowed analytics, we keep your Google Analytics visitor ID with your inquiry, so we can tell which pages lead to a call.

We check that email addresses are real through ZeroBounce. Bookings go on our Google calendar, and confirmations and reminders come from our Google Workspace email. Paid consultations and AMA tickets are processed by Stripe. We never see your full card number.

Some older forms on the site still run on Typeform, and those answers come to us from Typeform.

Calls, texts and consultations

Our phone system is Quo (formerly OpenPhone). It keeps a record of calls and texts with our office, and calls may be recorded and transcribed.

We send text reminders about upcoming consultations. Reply STOP to any text from us and you won’t get another.

We record and transcribe consultations with Wispr Flow so we have accurate notes. Some recordings are also transcribed by Deepgram.

We use AI tools from OpenAI and Anthropic on those transcripts. They help us find and remove personal details, and they sort and summarize what was said for your file. Voyage AI turns transcripts into search indexes for our own use, and Weaviate stores those indexes.

If you hire us

Once you’re a client, you’ll give us far more: loan records, tax returns, income and bank information, sometimes medical information. What you tell us is protected by our duty of confidentiality as your lawyers and often by attorney-client privilege. Those duties come from the rules of professional conduct and go further than this policy does.

We keep client files in our own systems and in a few services that help us do the work: Google Workspace for email and documents, Filevine for case management, Documenso for e-signatures, Square for invoices, Telnyx to send faxes to loan servicers and agencies, and Tate Secure, our own file-delivery portal running on Cloudflare. Our case database runs on a private server we rent from Hostinger.

We share your information with loan servicers, the Department of Education, courts and opposing parties only as your case requires, and only as you’ve authorized.

Who else sees your information

Only the companies named in this policy, and only to do their part for us. They’re service providers, which means they handle the information on our behalf.

We may also disclose information when the law requires it, like a subpoena or court order, or to protect our rights in a dispute.

We don’t sell your information

We don’t sell your personal information, and we don’t give it to anyone for advertising.

A few of our articles include a video from YouTube or TikTok, a post from X, or a chart from Infogram. Those load only if you click to play or view them. Once you do, that company can see your visit and set its own cookies under its own privacy policy.

Cookies and browser storage

Name	What it does	How long	When it’s set
tate_analytics_v1	Remembers your analytics choice	180 days	When you choose
_ga, _ga_02NX9SLMKT	Google Analytics visitor and session IDs	Set by Google	Only if you allow analytics
newsletter_popup	Stops the sign-up box reappearing after you close it	14 days	When you close it
newsletter_popup_shown	Shows the sign-up box at most once per visit	Until you close the browser	When it appears
newsletter_subscribed	Stops the sign-up box after you’ve signed up	180 days	When you sign up
tateesq_nl_popup_arm	Which version of the sign-up box’s wording you see	90 days	When the box is set up for you
__Host-tate_ama_session	Keeps you signed in to an AMA replay	For the session we set	When you open a replay link
tate_nl_channel (tab storage)	Which of our links brought you to a sign-up form	Until you close the tab	When you arrive from a tagged link

The sign-up box, AMA and tab-storage items are needed for those features to work, so they don’t wait for the analytics choice. None of them go to an outside company.

How long we keep it

Newsletter subscribers stay on the list until they unsubscribe. After that, the address stays on our do-not-email list.

Brunner test answers are deleted after 24 hours or two years, as described above. Unfinished drafts are deleted after 30 days without activity.

Inquiries and booking records we keep as long as we need them to follow up with you and keep accurate records.

Client files we keep for at least six years after your matter ends, as Missouri Supreme Court Rule 4-1.22 requires.

Google Analytics keeps its data no longer than 14 months. Typesense keeps its access logs for 90 days.

Keeping it safe

We limit who can see personal information to the people who need it for the work. Sensitive answers, like the Brunner assessment, are encrypted in our database. No system is perfect. If a breach affects your information, we’ll tell you when the law requires it.

Your choices

Analytics. Use the Analytics preferences button at the bottom of any page.

Email. Use the unsubscribe link in any newsletter.

Texts. Reply STOP to any text from us.

Your information. Email support@tateesq.com to ask what we hold about you, to fix something wrong, or to delete it. We may need to confirm it’s you first, usually by asking you to reply from the email address we have on file. Some things we can’t delete, like client records the rules of professional conduct require us to keep, or your address on our do-not-email list if you’ve unsubscribed. We’ll tell you if that applies.

Depending on where you live, your state’s law may give you more rights over your information. Ask, and we’ll tell you how they apply.

Children

This site is written for adults dealing with student loans. We don’t knowingly collect information from children under 13. If you think we have, email support@tateesq.com and we’ll delete it.

Changes to this policy

When we change this policy, we’ll update the date at the top. If a change affects how we use information we already have, we’ll say so on this page.

Contact us

Tate Esq, LLC
support@tateesq.com

If you’d like this policy in another format, like large print or read aloud, email us and we’ll send it.