Privacy Policy
Privacy Policy
Last updated: May 19, 2026
This Privacy Policy covers the collection and use of personal information that may be collected by The Well-Designed Firm ("The Well-Designed Firm" or "we" or "our" or "us"), the developer and operator of the Collection Pilot platform, anytime you interact with us — such as when you visit our website, when you purchase or use the Collection Pilot platform and services, or when you contact our sales or support team. Please take a moment to read the following to learn more about our information practices, including what type of information is gathered, how the information is used, to whom we disclose it, and how we safeguard your personal information. Your privacy is a priority at The Well-Designed Firm, and we go to great lengths to protect it.
PLEASE REVIEW THIS PRIVACY POLICY AND THE TERMS OF USE FOR THIS WEBSITE AND COLLECTION PILOT PRODUCTS AND SERVICES CAREFULLY. YOUR USE OF THIS WEBSITE AND/OR COLLECTION PILOT PRODUCTS AND SERVICES SIGNIFIES YOUR AGREEMENT TO SUCH POLICY AND TERMS OF USE.
1. Why We Collect Personal Information
We collect your personal information because it helps us deliver a superior level of customer service. It enables us to give you convenient access to our products and services and focus on the categories of greatest interest to you. In addition, your personal information helps us keep you posted on the latest product announcements, software updates, special offers and events that you might like to hear about. If you do not want The Well-Designed Firm to keep you up to date with Collection Pilot news, software updates and the latest information on products and services, please contact us at info@collectionpilot.com to update your contact preferences.
2. What Information We Collect
Our goal is to collect and use only that information we believe is required for our legitimate business interests, in order to better understand your interests and to improve your experience using the Collection Pilot platform.
Personally Identifiable Information: Personally identifiable information is any information that identifies a living individual, such as your first and last name, mailing address, phone number, email address, credit or debit card number and expiration date (or other payment-method information), login ID, username and password, and other information that identifies you (collectively, "Personally Identifiable Information"). We may collect Personally Identifiable Information when you discuss a service issue with our team, download a software update, register for a seminar, participate in an online survey, purchase a product, or sign up for or use the Collection Pilot platform. At such times, we may collect your name, mailing address, phone number, email address and contact preferences; payment information; information about the Collection Pilot services you use; and information relating to a support or service issue. We collect information for market research purposes to gain a better understanding of our customers and provide more valuable service. We also collect Personally Identifiable Information that you may voluntarily provide when using our website or platform, or that you may disclose in a public area of our website.
Non-Personally Identifiable Information: The Well-Designed Firm collects information from you automatically when you use our website or the Collection Pilot platform. This helps us determine how best to provide useful information to customers and to understand which parts of our website and platform are of most interest. Non-personally identifiable information includes a computer's Internet Protocol ("IP") address, a mobile device's unique identifier, computer and device connection information such as browser type or version, demographic information, and other data collected automatically through the operation of our website, products or services (collectively, "Non-Personally Identifiable Information"). We use this information, which does not identify individual users, to analyze trends, administer the site, track users' movements around the site and gather demographic information about our user base as a whole.
3. Cookies and Other Technologies
As is standard practice on many corporate websites, the Collection Pilot platform uses "cookies" and other technologies. A cookie is a small text file sent to your computer from a web server and stored on your computer's hard drive when you visit a website. We use cookies and other technologies to understand which parts of our website are most popular, where visitors are going, and how much time they spend there. We also use cookies to make our online advertising more effective and to customize your experience each time you interact with us. Most browsers are initially set to accept cookies. If you prefer, you can set your browser to refuse cookies or to alert you when cookies are being sent, though some parts of our website and platform may not function properly if you do so. Your continued use of the Collection Pilot platform constitutes your consent to the placement of cookies in your browser in accordance with this Privacy Policy.
We gather certain information automatically and store it in log files, including IP addresses, browser type, Internet service provider, referring/exit pages, operating system, date/time stamp, and clickstream data. We use this information to analyze trends, administer the site and gather demographic information. The Well-Designed Firm will not use this information to market directly to that individual.
We may also use pixel tags, web beacons or similar mechanisms to obtain certain usage information about our website and platform, to determine whether you have visited a page or viewed a particular advertisement, and to measure the effectiveness of customer communications.
4. How We Use Your Information
Personally Identifiable Information: We will use your Personally Identifiable Information for the purposes for which it was provided, including:
- To provide availability of the Collection Pilot platform and services, including registering you as a user and verifying your identity.
- To provide customer support and respond to inquiries, questions or concerns.
- To process billing and payment, including through third-party payment gateways.
- To help us create, develop, operate, deliver and improve our website, products and services.
- To send promotional emails to the email address you provide.
- To send important notices about purchases and changes to our terms, conditions and policies. Because this information is important to your interaction with The Well-Designed Firm, you may not opt out of receiving these communications.
- To contact you to deliver certain services or information you request.
- To resolve disputes and protect ourselves and other users.
- To enforce our contractual rights.
- For internal purposes such as auditing, data analysis and research to improve Collection Pilot products, services and customer communications.
Aggregate Information: The Well-Designed Firm combines your usage information with that of other users ("Aggregate Information") to determine which features and areas of our platform are most popular. Aggregate Information does not contain your Personally Identifiable Information. We may share this type of Non-Personally Identifiable Information with affiliates, agents, service providers and current and prospective business partners for any purpose.
5. Anti-Spam Policy
The Well-Designed Firm is opposed to unsolicited commercial email ("spam"). We do not send unsolicited marketing emails without permission and we do not sell or provide user email addresses to any unauthorized third party. All of our newsletters and other general email marketing communications include an "unsubscribe" opt-out link you may use to discontinue such emails.
6. When We Disclose Your Information
Disclosure to Affiliates: The Well-Designed Firm does not sell or rent your Personally Identifiable Information to other marketers. Your Personally Identifiable Information may be shared with our affiliates, who will safeguard it in accordance with this Privacy Policy.
Disclosure to Service Providers or Business Partners: There are times when it may be advantageous for The Well-Designed Firm to make certain Personally Identifiable Information available to companies that perform work for us to provide products and services to you on our behalf. These companies may help us process information, extend credit, fulfill orders, deliver products, manage customer data, provide customer service, or conduct customer research or satisfaction surveys. These companies are also obligated to protect your Personally Identifiable Information in accordance with our policies.
If we sell all or part of our website or products and services, or are otherwise involved in a merger, reorganization or business transfer, we may transfer, sell or assign your Personally Identifiable Information to a third party as part of that transaction. Upon such transfer, the privacy policies of the acquiring entity may govern the further collection and use of your information.
Disclosure to Others: We may also disclose Personally Identifiable Information to: protect our legal rights, privacy or safety and those of our affiliates, employees, agents and contractors; protect against fraud or other illegal activity; respond to inquiries or requests from government, regulatory, law enforcement or public authorities; or comply with subpoenas, search warrants, the law or other legal process.
7. Mobile Applications
If you use the Collection Pilot mobile application, the application may collect certain information automatically, such as the type of mobile device you use, the unique device ID, the IP address of your mobile device, your mobile operating system, the type of mobile internet browser you use, and information about the way you use the application. You can stop all collection of information by the application by uninstalling it from your mobile device. You may also withdraw your consent to receive push notifications at any time by disabling the related functionality in your mobile device settings.
8. How We Protect Your Personal Information
The security of your Personally Identifiable Information is important to us. The Well-Designed Firm takes reasonable precautions — including administrative, technical and physical measures — to safeguard your Personally Identifiable Information against loss, theft, misuse, unauthorized access, disclosure, alteration and destruction. Your data is stored on secure cloud infrastructure with encryption in transit (TLS) and at rest. Access to production data is restricted to authorized personnel only.
Please be advised, however, that the Internet and other networking communication media are not entirely secure, and your information may therefore be subject to interception or loss beyond our control. Any transmission is done at your own risk. The Well-Designed Firm assumes no responsibility or liability for disclosure of your information due to errors in transmission, unauthorized third-party access, or other causes beyond our reasonable control.
9. Integrity and Retention of Personal Information
The Well-Designed Firm has safeguards in place to keep your Personally Identifiable Information accurate, complete and up to date. We will retain your Personally Identifiable Information for the period necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law.
10. Access to Personal Information
If you have a Collection Pilot account, you can help ensure that your contact information and preferences are accurate, complete and up to date by logging in to your account at collectionpilot.com. For other personal information we hold, we will provide you with access for any purpose, including to request that we correct inaccurate data or delete data we are not required to retain by law or for legitimate business purposes. Access, correction or deletion requests can be made by contacting us at info@collectionpilot.com.
11. Communication Preferences
If you do not want The Well-Designed Firm to keep you up to date with Collection Pilot news, software updates and the latest information on products and services, please contact us at info@collectionpilot.com to update your contact preferences. All of our newsletters and other general email marketing communications also include an "unsubscribe" link.
You understand and agree that even if you opt out, you will continue to receive legal notices from us, including any changes to our terms, conditions and policies, as well as messages in response to any direct request you make or relating to any transactions you initiate.
12. Third-Party Links
The Collection Pilot website has links to websites and services that are neither owned, managed nor controlled by The Well-Designed Firm. This Privacy Policy does not apply to those third-party sites. If you click on an advertisement or link, the privacy policies of that website will govern the use of your information. The Well-Designed Firm is not responsible for their privacy practices and assumes no responsibility for the actions of such third parties. We encourage you to learn about the privacy policies of any third-party sites you link to.
13. Do Not Track Signals
We do not currently incorporate a self-regulatory protocol with regard to Internet browsers using "Do Not Track" signals, nor do we impose any protocol on third parties with whom we may share user data.
14. Children's Privacy
The Collection Pilot platform is not designed or intended for use by children under age 13. Children under age 13 are expressly prohibited from submitting any Personally Identifiable Information to us. If we discover that we have inadvertently gathered information from a child under age 13, we will take appropriate steps to delete it. If you are under age 18, you should use our platform only with the involvement of a parent or guardian.
15. Applicable Law
The interpretation and application of this Privacy Policy shall be governed by the laws of the United States and the State of New York without regard to its conflict of law provisions. If you are located outside the United States and submit personal information to us, you consent to the transfer, processing, storage and use of that information in the United States as provided in this Privacy Policy.
16. Acceptance of This Privacy Policy
When you use the Collection Pilot platform, you are accepting the terms and conditions of this Privacy Policy. If you do not agree to have your information used in any of the ways described in this Privacy Policy, you must not use our website, products or services. If you have questions or concerns about this Privacy Policy, please contact us at info@collectionpilot.com.
17. Changes to This Privacy Policy
From time to time, we may revise this Privacy Policy to reflect industry initiatives, changes in the law or technology, or changes in our practices regarding information collection and use. You can determine when this Privacy Policy was last revised by referring to the date at the top of this page. Any changes will become effective upon posting of the revised Privacy Policy on our website. By continuing to use our website, products or services following such changes, you will be deemed to have agreed to such changes.
18. Contact Information
If you have questions or concerns about this Privacy Policy, please contact us at:
The Well-Designed Firm
Attn: Data Controller
1000 Park Avenue, #1A
New York, NY 10028