Effective Date: October 19, 2026 · Last Updated: October 19, 2026
CheckPilot (“CheckPilot,” “Provider,” “we,” “us,” or “our”), operated by CheckPilot is committed to respecting and protecting the privacy and confidentiality of our customers and the individuals whose information is processed through our platform.
CheckPilot provides a cloud-based settlement processing, payout management, check generation, and financial workflow automation platform designed primarily for law firms and legal professionals (the “Services”).
Law firms and other organizations that subscribe to CheckPilot (“Subscribers”) may authorize their attorneys, employees, contractors, and other designated personnel (“Authorized Users”) to access the Services. Subscribers may also process information relating to their clients, medical providers, lienholders, and other individuals or entities (“End Users”).
This Privacy Policy (“Policy”) describes the personal information we collect through our website at https://checkpilot.io (the “Site”), our software platform, and related communications. It explains how we collect, use, disclose, store, and protect personal information, as well as the rights and choices available to individuals.
This Policy applies to our Site and Services. It does not apply to third-party websites, software, or services that maintain their own privacy policies.
Please read this Policy carefully to understand our practices regarding personal information.
Personal data means information that identifies, relates to, describes, or can reasonably be associated with an identified or identifiable individual.
We may collect the following categories of personal information.
Account Information. When you register for CheckPilot, we may collect your name, email address, telephone number, law firm or organization name, business address, login credentials, and other information necessary to establish and maintain your account.
Profile Information. Authorized Users may provide additional information relating to their professional role, organization, contact details, and account preferences.
Inquiry Information. When you contact us regarding CheckPilot, request a demonstration, submit an inquiry, or communicate with our sales or support teams, we may collect your name, email address, telephone number, organization name, and the contents of your communication.
Billing and Payment Information. Subscribers may provide billing addresses, payment details, subscription information, and other financial information necessary to purchase and maintain the Services. Payment information may be processed by third-party payment processors.
Communications. When you contact CheckPilot through email, customer support, online forms, or other communication channels, we may collect and retain the contents of those communications.
CheckPilot processes information submitted by Subscribers in connection with legal settlements and financial disbursements.
Depending on the documents uploaded and features used, this information may include:
Certain settlement documents may contain sensitive personal information, including medical information, financial information, or other confidential client records.
CheckPilot processes this information to provide the Services requested by the Subscriber.
Subscribers are responsible for determining what information is appropriate to upload and ensuring that they have the legal authority to provide such information to CheckPilot.
CheckPilot may integrate with third-party platforms, including Clio, accounting software, payment processing providers, and other supported services.
When a Subscriber authorizes an integration, CheckPilot may receive information made available through that integration, including:
CheckPilot accesses and processes information from connected services only as necessary to provide the requested functionality, maintain the integration, or fulfill other purposes described in this Policy.
Subscribers may disconnect supported integrations through the applicable platform or account settings.
When you access or interact with our Site or Services, we may automatically collect certain technical information.
Device and Browser Information. This may include IP address, browser type, operating system, device type, language settings, and other technical information.
Usage Information. This may include pages visited, features accessed, timestamps, interactions with the Services, session activity, and other usage information.
Log Information. Our systems may collect technical logs relating to authentication, errors, application performance, and security events.
Cookies and Similar Technologies. We may use cookies, session identifiers, and similar technologies to maintain authentication, remember preferences, analyze usage, and improve the Services.
You may manage cookies through your browser settings, although disabling certain cookies may interfere with the functionality of the Services.
We use personal information for legitimate business purposes, to perform contractual obligations, to comply with applicable laws, and where appropriate, with your consent.
More specifically, we may use personal information to:
We do not use confidential settlement information for unrelated marketing purposes.
CheckPilot uses artificial intelligence and automated processing technologies to assist Subscribers with extracting, organizing, and classifying information from settlement documents.
For example, when a Subscriber uploads a settlement statement, CheckPilot may process the document to identify client information, settlement amounts, attorney fees, medical providers, lienholders, and other payout information.
CheckPilot may use third-party artificial intelligence service providers to process information necessary to deliver AI-assisted features.
Information transmitted to such providers may include portions of uploaded documents and other data required to perform the requested processing.
We seek to limit such processing to the purposes necessary to provide the Services and subject it to applicable contractual and security protections.
AI-generated information may contain errors or omissions.
CheckPilot is intended to assist with administrative workflows and does not independently make legal determinations regarding settlement allocations or authorize financial disbursements on behalf of Subscribers.
Subscribers remain responsible for reviewing and approving settlement information, payment instructions, and disbursements.
CheckPilot does not authorize the use of confidential Subscriber settlement documents or client information to train general-purpose artificial intelligence models without appropriate authorization.
Where third-party AI providers are used, the handling and retention of information are subject to the applicable service arrangements and data-processing terms.
CheckPilot does not sell personal information to data brokers or unaffiliated third parties for their independent marketing purposes.
We may disclose personal information in the following circumstances.
We may share information with third-party vendors and contractors that support our business operations, including:
These providers receive information only as reasonably necessary to perform their services and are subject to applicable confidentiality and data protection obligations.
When a Subscriber authorizes an integration, we may exchange information with the connected platform to perform the requested functionality.
For example, CheckPilot may retrieve matter information from Clio or transmit authorized accounting information to a supported accounting platform.
Such disclosures occur in connection with the Subscriber’s use of the Services.
We may share personal information with affiliated entities for legitimate business operations, subject to appropriate confidentiality and security safeguards.
We may disclose or transfer personal information in connection with a merger, acquisition, financing, restructuring, sale of assets, or similar corporate transaction.
Where appropriate, we will require recipients to protect the information in a manner consistent with this Policy and applicable law.
We may disclose personal information when reasonably necessary to:
We may disclose information for other purposes when directed or authorized by the Subscriber or individual, as applicable.
CheckPilot recognizes that law firms and legal professionals may process highly confidential information through the Services.
This may include attorney-client privileged information, confidential settlement agreements, client financial records, medical information, and other sensitive documents.
We treat such information as confidential Customer Data and use it only for authorized service-related purposes, subject to our contractual obligations and applicable law.
We do not intentionally disclose confidential settlement documents to unrelated third parties except as authorized, required to provide the Services, or otherwise permitted by law.
Subscribers remain responsible for their professional obligations concerning client confidentiality, attorney-client privilege, and the handling of client funds.
Depending on your location and applicable law, you may have rights regarding your personal information.
You may opt out of promotional emails by following the unsubscribe instructions included in those communications.
Even if you opt out of marketing messages, we may continue to send administrative, billing, security, and service-related communications.
Authorized Users may access or update certain account information through available CheckPilot account settings or by contacting their organization’s administrator.
Individuals whose information is processed by a Subscriber should generally contact the Subscriber directly regarding corrections or updates.
Authorized Users who wish to close their accounts should contact their organization’s administrator.
Subscriber administrators may request account closure by contacting CheckPilot at:
[Insert Privacy or Support Email]
Account closure does not necessarily result in immediate deletion of all information where continued retention is required by law, necessary for security, or permitted under our contractual obligations.
Depending on applicable law, individuals may have the right to:
These rights may be subject to legal exceptions and verification requirements.
For personal information contained in settlement documents, legal matter records, and other Subscriber-uploaded data, CheckPilot generally processes information on behalf of the Subscriber.
The Subscriber ordinarily determines the purposes for which that information is collected and processed.
Accordingly, individuals seeking access, correction, or deletion of information contained in a law firm’s records should ordinarily direct their requests to the applicable law firm.
We will reasonably assist Subscribers in responding to verified requests where required by applicable law or contract.
California residents may have additional privacy rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the “CCPA”), to the extent applicable.
Depending on the relationship with CheckPilot, we may collect the following categories of personal information:
The sources and purposes of collection are described throughout this Policy.
We may disclose personal information to service providers, contractors, integration partners, and other recipients as described in Section 4.
We do not sell personal information to third parties for monetary consideration.
Subject to applicable law and exceptions, California residents may have rights to:
(a) Know what personal information we collect, use, and disclose;
(b) Request access to specific personal information;
(c) Request correction of inaccurate personal information;
(d) Request deletion of personal information;
(e) Opt out of the sale or sharing of personal information, where applicable;
(f) Limit certain uses of sensitive personal information, where applicable; and
(g) Exercise applicable privacy rights without unlawful discrimination or retaliation.
California residents may submit privacy inquiries or requests to:
chris@checkpilot.io
We may request reasonable information to verify identity and authority before processing a request.
Where CheckPilot processes information on behalf of a Subscriber, the request may need to be directed to that Subscriber.
We maintain administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, loss, and destruction.
Such safeguards may include access controls, authentication mechanisms, secure communications, monitoring, and other protections appropriate to the nature of the information processed.
Access to confidential Customer Data is restricted to authorized personnel and service providers with a legitimate business need.
No electronic transmission or storage system can be guaranteed to be completely secure.
Subscribers and Authorized Users are responsible for maintaining the confidentiality of their login credentials and using appropriate safeguards to prevent unauthorized access.
If you believe your account has been compromised, please contact us promptly.
We retain personal information for as long as reasonably necessary to provide the Services, maintain business records, comply with legal obligations, resolve disputes, enforce agreements, and protect the security and integrity of our systems.
Retention periods may vary depending on the type of information, applicable law, contractual requirements, and operational needs.
Following termination of a Subscriber account, CheckPilot may retain information for a limited period to facilitate data retrieval, meet contractual obligations, comply with legal requirements, or maintain security and backup systems.
Information no longer required will be deleted or de-identified in accordance with applicable retention procedures.
If we determine that a security incident involving personal information requires notification under applicable law, we will provide notice to affected parties as required by that law.
We will take commercially reasonable steps to investigate and address confirmed incidents within our control.
CheckPilot and its service providers may process or store information in the United States or other jurisdictions where they operate.
Privacy and data protection laws may differ between jurisdictions.
Where required by applicable law, we will use appropriate safeguards for international transfers of personal information, which may include contractual protections or other legally recognized transfer mechanisms.
The CheckPilot Site and Services are intended for businesses and legal professionals and are not directed to individuals under eighteen (18) years of age.
We do not knowingly solicit personal information directly from children for the purpose of creating CheckPilot accounts.
However, settlement documents submitted by Subscribers may contain information relating to minors involved in legal matters.
Such information is processed on behalf of the Subscriber and subject to the confidentiality, security, and other protections described in this Policy.
Our Site and Services may contain links to or integrations with third-party websites, applications, and platforms.
These third parties maintain their own privacy policies and practices.
CheckPilot is not responsible for the independent privacy practices of third-party websites or services outside our control.
We encourage users to review the privacy policies of any third-party services they use.
We may update this Privacy Policy from time to time to reflect changes in our Services, business practices, legal requirements, or technology.
When material changes are made, we will take reasonable steps to notify affected users, which may include posting a notice on our Site, providing an in-application notification, or sending an email.
The updated Policy will become effective on the date indicated at the top of the document, subject to applicable law.
Continued use of the Services after the effective date constitutes acknowledgment of the updated Policy to the extent permitted by applicable law.
If you have questions, concerns, or requests relating to this Privacy Policy or our handling of personal information, please contact:
CheckPilot
101 N McDowell St Unit 200
Charlotte, North Carolina 28204
Email: chris@checkpilot.io
Website: https://checkpilot.io
Last Updated: October 19, 2026