At CheckPilot ("CheckPilot", "we", "us"), we prioritize your privacy and are dedicated to protecting the information you share with us. This Privacy Policy outlines how we handle the Personal Information collected through our website, chat widget, and services (collectively, "Services").

1. Information We Collect

When you use our Services or communicate with us through our chat widget or contact form, we may collect: your name, email address, and optionally your phone number; your law firm name and any details you share about your practice; the content of your chat or message communications; and technical information such as browser data, IP address, and cookies collected automatically as you navigate our website.

2. How We Use Your Information

We use your Personal Information to respond to your inquiries and support requests, schedule and confirm product demonstrations or onboarding calls, provide customer support, send service-related notifications and updates related to your CheckPilot account, and improve our Services. We do not send marketing or promotional SMS messages. All SMS communication is strictly transactional and service-related.

3. SMS Messaging and Consent

By providing your phone number through our chat widget and consenting to receive messages, you consent to receive transactional and customer care text messages from CheckPilot related to your inquiry, onboarding support, account updates, and service-related communications. Providing your phone number is optional and is not required to use our chat or receive our services. The SMS consent option is never pre-selected. Message frequency varies depending on your interaction with our services. Message and data rates may apply. You may opt out of SMS communications at any time by replying STOP to any message. For assistance, reply HELP or contact us at [email protected]. CheckPilot does not send promotional or marketing SMS messages. All SMS communications are strictly transactional and service-related.

4. How We Share Your Information

We do not sell your Personal Information, nor do we share it with third parties for marketing purposes.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Your Privacy Rights

Depending on your location, you may have the right to access, correct, or delete your Personal Information, restrict or object to certain processing, and withdraw consent at any time. You can opt out of SMS messages at any time by replying STOP. To exercise any of these rights, contact us at [email protected].

6. Data Security

We implement reasonable technical, administrative, and physical security measures to protect your Personal Information, including encryption of data in transit and at rest, access controls, and regular security assessments. Settlement documents are handled with encrypted, private processing and are never used to train third-party models. However, no method of transmission over the Internet is 100% secure.

7. Data Retention

We retain your Personal Information for as long as necessary to provide our Services, comply with legal obligations, resolve disputes, and enforce our agreements. When no longer needed, it is securely deleted or anonymized.

8. Children's Privacy

Our Services are not directed to children under 13. We do not knowingly collect Personal Information from children under 13.

9. Third-Party Links and Integrations

Our Services may integrate with third-party platforms such as Clio and QuickBooks. This Privacy Policy does not apply to those third-party services, and we encourage you to review their privacy policies.

10. California Privacy Rights (CCPA)

California residents have additional rights under the CCPA, including the right to know, the right to delete, the right to opt out of the sale of personal information (we do not sell personal information), and the right to non-discrimination. To exercise these rights, contact us at [email protected].

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the Effective Date and post the revised policy on our website.

12. Contact Us

Email: [email protected]