---- Settlement Disbursement Software ----

Settlement disbursement software for

personal injury law firms

CheckPilot is a software tool that helps personal injury law firms process

settlement disbursements. It reads settlement statements and assists with

generating checks for multiple payees.

---- About CheckPilot

CheckPilot is a software platform built specifically for personal injury law firms. It assists with the process of preparing settlement disbursements by reading settlement statement documents and organizing payee and amount information. The software integrates with Clio and QuickBooks, and can also be used as a standalone tool by uploading settlement statements directly.

Key Details

Built for personal injury law firms

Integrates with Clio and QuickBooks

Processes settlement statement documents

Assists with multi-payee check generation

Built by a practicing PI attorney

United States — English

What CheckPilot Does

Settlement Statement Processing

Reads and extracts payee, amount, and

memo information from uploaded

settlement statement documents.

Check Generation

Organizes extracted information to assist

with generating checks for all payees in a

settlement disbursement.

Clio Integration

Connects with Clio case management

software to pull in settlement information directly from active cases.

QuickBooks Integration

Generates QuickBooks-compatible entries alongside each check run for reconciliation and bookkeeping.

Standalone Use

Can be used without a case management integration by uploading settlement statement PDFs directly.

Document Security

Settlement documents are processed over encrypted connections in an isolated environment.

Who Uses CheckPilot

Personal Injury Attorneys

Attorneys who handle post-settlement

disbursement workflows in their practice.

Settlement Managers

Staff responsible for processing disbursements across multiple settlementfiles.

Accounting Staff

Accounting and bookkeeping professionals who reconcile settlement disbursements in QuickBooks.

Office Managers

Office administrators who oversee post-settlement

workflows across the firm.

CheckPilot was built inside an active personal injury law practice. The workflows and features were developed to address the process of preparing settlement disbursements, writing checks for multiple

payees, and reconciling client trust balances.

The software was originally developed for internal use before being made available to other

personal injury practice