CheckPilot connects to the tools your firm uses every day, so the workflow doesn't change — it just moves faster.
Monitor Clio case files for settlement documents and automatically extract client and settlement data for check processing.
Generated settlement checks flow directly into QuickBooks for seamless bookkeeping, reconciliation, and reporting.
No CRM or case management integration required. Upload settlement statements directly and process checks on your own.
We're actively building integrations across the practice management and CRM systems PI firms rely on, so CheckPilot works with whatever you already use.
Don't see your software listed? Contact us to prioritize your integration.
Request integration →We establish an encrypted connection to your existing software using industry-standard APIs.
CheckPilot begins watching for settlement documents and extracting the relevant data automatically.
Generated checks and financial data flow back into your systems without any manual intervention.
See how CheckPilot slots into your firm's existing tools and takes the disbursement work off your plate.