8am is in the news and leading the conversation

AUSTIN, Texas – (July 16, 2025) 8am, a leader in legal practice management software, integrated payments, and embedded fintech solutions for professionals, has been named to CNBC’s list of the World’s Top Fintech Companies of 2025. The company appears in the payments category alongside global leaders including Visa, Adyen, and Affirm.

“We are honored to have earned a spot on the World's Top Fintech Companies list for 2025 by CNBC,” said Dru Armstrong, Chief Executive Officer of 8am. “This recognition is a direct reflection of our internal team's dedication and passion for providing solutions that help professionals thrive in their business. Our customers are the driving force behind our innovation, and we're committed to powering their growth with trusted, cutting-edge solutions.”

Produced in partnership with Statista, a leading provider of industry rankings and market data, the annual list is in its third year. CNBC and Statista evaluated thousands of companies worldwide to spotlight 300 leaders across seven core fintech segments, including payments, digital assets, financial planning, neobanking, and wealth technology.

CNBC’s research incorporated both public data and voluntary submissions from more than 100 firms. Analysts reviewed annual reports, official company data, and relevant media coverage to assess over 2,000 eligible organizations.

8am’s selection highlights the company’s impressive growth and unwavering commitment to being a trusted partner for legal and accounting professionals. The company experienced a 217% revenue increase over the past three years and more than $20 billion in payments processed in 2024\.

This news follows the release of MyCase Smart Spend Powered by the LawPay Visa Business Card, the first business credit card and spend management offering tailored specifically for small and midsize law firms. 8am has also announced its first-ever Kaleidoscope conference, open to all legal and accounting professionals, taking place September 2–4, 2025, in Austin, Texas. Tickets are available for purchase online.

For more information and to read the full list, please visit here.

Austin, TX (June 10, 2025) — Docketwise, the all-in-one immigration and case management software for immigration lawyers, has released its 2025 Legal Industry Report: State of Immigration, providing an in-depth look at the policy shifts, case data, and legal practice trends that defined U.S. immigration law in 2024\. This report offers immigration attorneys a review of green card processing, naturalization approvals, asylum outcomes, court decisions, visa statistics, and the growing role of legal technology across the field. Authored by James Pittman, Co-founder of Docketwise and former immigration attorney, the report reflects Docketwise’s continued investment in supporting immigration firms through software, client tools, and legal research.

“Immigration lawyers are facing rising demand in a challenging environment characterized by historic policy changes, fluctuating approval rates, and lengthy processing times across every aspect of their practice,” said James Pittman, Co-founder of Docketwise, an 8am solution. “This report offers a data-backed view of where the trends are headed so that firms can adapt. Our goal is to help attorneys make informed decisions as they plan for the year ahead.”

Green Card Application Patterns

The report examines green card application patterns across both employment-based and family-based categories. USCIS received more than 42,000 employment-based filings in Q1, approving fewer than 19,000. By Q3, approvals rose to over 36,000 while filings dropped by nearly half, indicating a backlog clearance rather than new demand. Processing times for green card applications also shifted, reaching their lowest in Q2 at 5.2 months before rising again to nearly 7 months by year’s end. Family-based applications remained steady at more than 110,000 per quarter, with approvals peaking at over 113,000. Processing times gradually improved from 10.1 months to 7.7 months, but each quarter closed with more than 500,000 pending cases.

Naturalization Filings

Naturalization filings neared 1 million in 2024, with over 816,000 new citizens approved. Denials declined from nearly 12 percent in Q1 to just under 10 percent in Q4. Mexico led in total approvals, including India, the Philippines and the Dominican Republic. Asylum outcomes showed a clear link to legal representation as applicants with counsel were approved 52 percent of the time, compared to just 17 percent without. Denial rates for unrepresented applicants exceeded 80 percent.

Immigration Court Cases

Immigration courts resolved over 900,000 cases. One-third resulted in removal orders, and another third were terminated. More than 48,000 forms of relief were granted, and most respondents were male.

H-2A and H-2B Visas

H-2A and H-2B visas supported seasonal labor and H-1B, L-1, and E-2 visas continued to serve skilled workers and business roles. U and T visa numbers remained low as refugee admissions reached 100,034, falling short of the 125,000 cap with most coming from Africa, South Asia, and Latin America.

The release of this report follows 8am’s introduction of its Kaleidoscope conference, a bespoke event curated for all legal and accounting professionals. The conference will take place September 2–4, 2025 in Austin, Texas, and tickets can be purchased online.

Docketwise, an 8am solution, will be at the American Immigration Lawyers Association (AILA)'s annual conference, June 18–21, 2025, in Denver, Colorado. To discuss the Immigration report in person, please visit Booth \#107 at the AILA conference. To download the report, please visit here.

About Docketwise

Docketwise, an 8am solution, provides best-in-class smart forms combined with a full suite of practice management and case tracking tools for immigration lawyers. From solo practitioners to law firms, tens of thousands of lawyers choose Docketwise for its straightforward approach to completing forms, personal customer support, and being an all-in-one case management solution to grow your practice. Docketwise is a part of the 8am family of solutions that includes MyCase and LawPay. For more information, please visit docketwise.com

AUSTIN, TX (June 5, 2025) – CPACharge, an online payment solution developed specifically for accounting professionals, has announced a new partnership with SafeSend, part of Thomson Reuters. This new partnership will make it easier for tax and accounting firms to get paid as clients receive their tax returns. This new integration allows firms to embed CPACharge directly into the workflow for SafeSend One, SafeSend’s flagship product.

“We are excited to partner with SafeSend and simplify how firms do business by enhancing the client experience at every stage,” said Sean Galligan, Executive Vice President of Partnerships at AffiniPay, parent company of CPACharge. “SafeSend allows us to remove barriers from the payment process and help firms deliver a faster, more seamless experience for their clients.”

Many accounting firms face delays and added work after sending out returns, especially when payments are not collected accordingly. By addressing these common pain points, CPACharge and SafeSend One help tax and accounting professionals stay focused on their work, with fewer follow-ups and faster payments.

“The integration with CPACharge reflects our ongoing commitment to simplifying workflows for tax and accounting professionals and enhancing the client experience,” said Rahul Chandran, Chief Technology Officer at SafeSend. “By embedding secure, seamless payment capabilities, we’re removing friction and delivering greater convenience for both firms and their clients.”

This announcement follows AffiniPay’s introduction of its Kaleidoscope conference, a bespoke event curated for legal and accounting professionals. The conference will take place September 2–4, 2025, in Austin, Texas. For more information about CPACharge and SafeSend, please visit here.

About CPACharge CPACharge, an AffiniPay solution, is an online payment solution developed specifically for CPA firms, giving professionals a secure way to accept credit, debit and eCheck payments. AffiniPay is headquartered in Austin, Texas and offers a modern payment gateway that integrates with more than 40 software solutions and is trusted by 50,000 firms. CPACharge is the only payment solution offered as a Member Discount Partner by the AICPA and recommended by more than 42 state CPA societies. Visit cpacharge.com to learn more.

About SafeSend® SafeSend, part of Thomson Reuters, offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience. SafeSend One™ is a single, secure solution for engagement letters, fillable organizers, source document gathering, file exchange, extensions, tax return assembly, delivery, eSign, and electronic K-1 distribution. Thousands of firms save an average of $12K for every 1K returns delivered via SafeSend One. This end-to-end tax workflow equips firms to serve their clients with a guided and intuitive experience across all touchpoints, including automated reminders, online payment options, tax return summary—and more—all in one place. SafeSend One currently supports CCH Axcess™ Tax and ProSystem fx® Tax, Thomson Reuters UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte®. Visit safesend.com to learn more about our technology solutions.

Austin, Texas (May 5, 2025) -- AffiniPay, a leader in legal practice management software, integrated payments, and solutions for professionals, is proud to announce the appointment of Leslie Witt, former executive at Headspace and Intuit, as the company’s new Chief Product Officer. Witt will be responsible for leading the company’s product transformation and strategy for leading solutions LawPay, MyCase, CASEpeer, Docketwise and CPACharge.

“We are incredibly excited to welcome Leslie to the AffiniPay team,” said Dru Armstrong, Chief Executive Officer of AffiniPay. “She brings a powerhouse combination of product vision and strategic insight that will play a key role in shaping what’s next and delivering even greater value to our customers and their clients.”

Leslie Witt brings over two decades of experience in leading product teams, delivering customer-centric solutions, and driving operational growth across diverse industries. Most recently, she served as the Chief Product & Design Officer and Consumer Channel Leader at Headspace, where she led teams in creating innovative, user-centered products. Her experience spans product, content, brand, and go-to-market strategies, and her initiatives have impacted tens of millions of users worldwide.

Witt has extensive experience in the financial technology space, including advisory roles at FreshBooks, a leading small business invoicing and accounting platform. She previously held senior positions at Intuit, where she led global design, research, and innovation initiatives focused on small business solutions. Witt also founded the ‘Design for Money’ practice at IDEO, collaborating with major financial institutions, including Visa, Wells Fargo, MetLife, and the Gates Foundation, to drive innovation in the financial sector.

“I’m thrilled to join a company with such a strong reputation for innovation and customer-focused product solutions”, said Leslie Witt, Chief Product Officer of AffiniPay. “I look forward to collaborating with the talented teams at AffiniPay to amplify our impact and continue to set new standards of excellence while helping our customers achieve greater business success.”

This appointment underscores AffiniPay’s commitment to providing professionals with innovative technology to drive better business results. This addition follows the appointment of Nathan Waite as Chief Revenue Officer earlier this year.

About 8am (formerly AffiniPay) Founded in 2005, 8am is a professional business platform purpose-built to meet the needs of legal, accounting, and other client service professionals. The 8am platform includes 8am LawPay, 8am CPACharge, 8am MyCase, 8am CasePeer, 8am DocketWise—providing integrated solutions for every stage of the professional services lifecycle. Recognized for 14 consecutive years on the Inc. 5000's list of fastest-growing companies, 8am empowers more than 250,000 professionals across North America with the most trusted, innovative technology to deliver world-class outcomes for their clients and their firms. To learn more, visit 8am.com.

Austin, TX (March 18, 2025) — AffiniPay, a leader in legal practice management software, integrated payments, and embedded fintech solutions for professionals, announced today the early access launch of MyCase Smart Spend, powered by the LawPay Visa Business Card, the first credit card to integrate with legal practice management software for streamlined spend management. The MyCase Smart Spend product has been in private beta access since October of 2024\. With Smart Spend, expense tracking and client billing work together seamlessly in one platform, ensuring firms recover all their advanced costs.

"I love this [MyCase Smart Spend]. This is the best thing ever. This is going to save so much time for my staff.”- Emily McFarling, Managing Partner, McFarling Law

MyCase Smart Spend comes at a pivotal moment for the legal industry, as according to the 2025 AffiniPay Legal Industry Report, 55% of law firms report expense tracking as a challenge. As firms are increasingly turning to technology to improve their firm operations, providers like AffiniPay continue to provide solutions that improve efficiency and simplify financial management. Smart Spend empowers law firms to track and bill expenses by integrating a LawPay Visa Business Card with client billing, invoicing, and bookkeeping in MyCase. It’s the only credit card that integrates with practice management to improve expense billing accuracy and operational transparency.

“We are excited to officially bring MyCase Smart Spend, the first and only spend management tool designed for the unique needs of SMB law firms, to the market,” said Dru Armstrong, CEO of AffiniPay. “My father was an attorney who struggled with the finances behind his firm. A tool like Smart Spend could have helped his firm operate with larger transparency and financial peace of mind. We are thrilled to partner with Marqeta, Visa, and Emprise Bank to bring this offering to our customers.”

Another early beta user of MyCase Smart Spend commented: "Our firm regularly advances case expenses on behalf of our clients to move cases forward. Sometimes it is $10 to fulfill an open records request or $50 for medical records without my direct involvement. Now I can log into Smart Spend and see each purchase in real-time made by each team member and the linked cases to ensure accurate reporting."-- Gregory M. Erpenbeck, Partner, Busald Funk Zevely

Marqeta is a global modern card issuing platform that enables embedded finance capabilities and is a trusted platform for building card programs that are dynamic, flexible and tailored to customer needs.

"Visa is proud to work with AffiniPay to bring innovative financial solutions to the legal industry,” said Kirk Stuart, SVP, Head of North America Enablers, Merchants and Fintechs. Our collaboration aims to empower law firms to manage their expenses efficiently and transparently, with the goal of promoting growth and operational excellence."

By partnering with Marqeta, MyCase Smart Spend users will have access to real-time card issuing, transaction data, and spend controls for their credit card offering to help stay on top of business expenses and access capital more easily.

“Law firms need an efficient way to reconcile their business expenses,” said Todd Pollak, Chief Revenue Officer, Marqeta. “Marqeta's all-in-one platform enables innovative companies like AffiniPay to offer an embedded credit card that streamlines how firms manage their expenses, making it simpler to track spending and grow their business as a result. We're proud to work with AffiniPay to power their MyCase Smart Spend product, creating new opportunities for business growth among their customer base."

“We are proud to partner with AffiniPay as their embedded banking provider for Smart Spend,” said Matt Michaelis, Chairman and CEO of Emprise Bank. “AffiniPay’s unwavering commitment to their customers and their drive for innovation set them apart. Together, we’re delivering seamless financial solutions that empower MyCase customers to achieve their goals with confidence”

To learn more about MyCase Smart Spend and the LawPay Visa® Business Card, please visit here.

About AffiniPay

AffiniPay is a market leader in practice management software and online payments for professionals serving legal, accounting, architectural, engineering, and construction firms. AffiniPay has been recognized as one of Inc. 5000’s fastest-growing companies for 12 years in a row. Each of its brands leads the market it serves with solutions purpose-built by industry including LawPay, MyCase, CASEpeer, Docketwise, CPACharge, and AffiniPay for Associations. AffiniPay’s solutions are trusted by more than 245,000 legal & accounting professionals with more than 150 strategic partnerships and endorsements, including the American Bar Association and the American Institute of Certified Public Accountants. Visit affinipay.com to learn more.

The LawPay Visa® Business Card is issued by Emprise Bank, pursuant to a license from Visa U.S.A., Inc.

AUSTIN, TX (March 5, 2025) -- AffiniPay, a leader in legal practice management, integrated payments, and embedded fintech solutions, proudly announces its 20th year anniversary. AffiniPay has been at the forefront of innovation for over two decades and has evolved into a cornerstone of the legal and accounting industries.

AffiniPay was founded by Amy Porter in 2005, setting out to deliver secure and efficient payment solutions for professionals. Porter’s risk-taking and leadership not only fueled AffiniPay’s success but also broke barriers for women in technology. Her innovative approach and dedication to excellence have driven the company’s mission of outshining the ordinary, working smart to win fast, and always finding a way.

AffiniPay’s proprietary payments technology was developed in 2005 and later brought to the legal and accounting industries. In 2007, the launch of LawPay revolutionized how legal professionals handled payments. Designed specifically for the legal industry, LawPay quickly became a game-changer for law firms seeking a secure, reliable payment solution. Over the years, it has become a trusted partner for more than 55,000 law firms across the U.S. and Canada, simplifying payment processes and freeing up valuable time for legal professionals.

CPACharge was launched in 2016 for accounting professionals as a seamless, cost-effective payment solution integrating over 40 software systems. By streamlining payment processes and improving client interactions, CPACharge has empowered over 50,000 accounting firms across the U.S. and Canada to work more efficiently and focus on growing their practice.

Positioning For Success

Key investments accelerated AffiniPay’s growth, beginning with Great Hill Partners in 2016\. A second investment from TA Associates in 2020 enabled the company to expand its footprint and product offerings further.

In 2022, AffiniPay took a step toward the future with a significant acquisition, bringing MyCase and its family of brands, Docketwise and CASEpeer, from Apax Funds. This move fueled AffiniPay’s next growth phase, becoming one of the fastest-growing legal practice management, integrated payments, and embedded fintech companies.

The Path Forward

AffiniPay has experienced remarkable growth, including a 217% increase in revenue over the past three years. It employs more than 500 people, has headquarters in both Austin, TX and San Diego, CA, and supports over 245,000 professionals nationwide.

Most recently in 2024, AffiniPay’s growth was significantly accelerated by an investment from Genstar Capital, fueling the company’s next phase of expansion. AffiniPay processed over $20 billion in payment volume this past year, with a 30% increase in ARR, and over $250 million in loan volume processed through its Pay Later service. The company has continued to innovate, recently introducing new product offerings like AffiniPay IQ, an AI-powered conversational interface, and the MyCase Smart Spend Visa® Business Card, the first and only credit card fully integrated with legal practice software.

Another major milestone was reached with the launch of LawPay and CPACharge in Puerto Rico, furthering the company’s mission to modernize payment solutions for legal and accounting professionals across the U.S. and beyond.

AffiniPay has maintained a remarkable 13-year streak on the Inc. 5000 list of fastest-growing private companies and has been recognized as one of the Best Places to Work by Builtin Austin for five consecutive years. The company also earned recognition as one of the top legal software providers by G2’s 2025 Best Software Awards, placing among the top 1% of vendors for customer satisfaction.

Leading for the Future

“We are incredibly proud of the journey we’ve had at AffiniPay, and as we celebrate 20 years of service, we want to thank our customers for choosing us as their trusted partner,” said Dru Armstrong, Chief Executive Officer of AffiniPay. “This achievement wouldn’t have been possible without the vision of our founder, our executive leadership team, board members, and every team member across the company. Together, we’ll continue to meet and exceed the industry demands of our customers and their clients for years to come.”

Under the leadership of Chief Executive Officer Dru Armstrong, AffiniPay has seen significant expansion and market leadership. Since joining the company in 2021, Dru has been instrumental in driving its success, earning her a place on lists such as American Banker’s 2024 List of Most Influential Women in Fintech, Storm2’s Top 100 Women in Fintech, and Calibre One’s Top 25 Women Leaders in U.S. PE-Backed Software for 2025. Recently elected to Paycor’s Board of Directors, Dru continues to demonstrate her commitment to transforming how professionals run their businesses and set the stage for even greater achievements in the future.

For more information and to stay updated with AffiniPay’s latest news, please visit affinipay.com.

About 8am (formerly AffiniPay) Founded in 2005, 8am is a professional business platform purpose-built to meet the needs of legal, accounting, and other client service professionals. The 8am platform includes 8am LawPay, 8am CPACharge, 8am MyCase, 8am CasePeer, 8am DocketWise—providing integrated solutions for every stage of the professional services lifecycle. Recognized for 14 consecutive years on the Inc. 5000's list of fastest-growing companies, 8am empowers more than 250,000 professionals across North America with the most trusted, innovative technology to deliver world-class outcomes for their clients and their firms. To learn more, visit 8am.com.

About LawPay LawPay is the industry leader in legal payments with the broadest range of payment options such as Pay Later, eCheck, and surcharging. LawPay provides a cost-effective solution for more than 55,000 law firms around the U.S. and Canada. LawPay is recommended by all 50 state bars, 60+ local and specialty bars, and the ABA as a vetted and approved payment solution for the legal industry. LawPay is also the ALA’s Exclusive VIP Partner for Payment Processing. Learn more at lawpay.com.

About MyCase MyCase, an AffiniPay company, is complete legal practice management software designed for the modern law firm. MyCase covers the entire client lifecycle with Lead Management, Case Management, Billing and Invoicing, and Robust Reporting. It includes market-leading features such as integrated Payments, 2-way text messaging, and the MyCase Client Portal to centralize client communication and share files securely. In 2022, MyCase was acquired by AffiniPay, the parent company of LawPay, the market-leading legal payments platform. The AffiniPay family of brands includes MyCase, CASEpeer, Docketwise, and LawPay. Learn more at www.mycase.com.

About CPACharge CPACharge, an AffiniPay solution, is an online payment solution developed specifically for CPA firms, giving professionals a secure way to accept credit, debit and eCheck payments. AffiniPay is headquartered in Austin, Texas and offers a modern payment gateway that integrates with more than 40 software solutions and is trusted by 50,000 firms. CPACharge is the only payment solution offered as a Member Discount Partner by the AICPA and recommended by more than 42 state CPA societies. Visit cpacharge.com to learn more.

About CASEpeer CASEpeer, an AffiniPay company, is the leading practice management solution built for personal injury law firms. Designed with input from leading plaintiffs’ attorneys, CASEpeer offers industry-leading best practices and support. Since 2016, the company has focused on providing plaintiff law firms with visibility across operations, from case management and calendaring to employee performance, pipelines, and profitability. In 2022, CASEpeer was acquired by AffiniPay, the parent company of LawPay, the market-leading payments platform. The AffiniPay family of brands includes CASEpeer, MyCase, Soluno, Docketwise, LawPay, and Woodpecker. To learn more about CASEpeer, visit CASEpeer.com.

About Docketwise Docketwise, an AffiniPay company, is the #1 rated all-in-one immigration software and case management for immigration lawyers. It modernizes immigration practice with multilingual intakes that dynamically generate complete immigration applications based on answers to simple questions. In addition, Docketwise provides a comprehensive suite of case management features, including invoicing, calendaring, secure messaging, task management, case tracking, CRM, and more. Docketwise is trusted by thousands of immigration lawyers and practitioners across the United States. In 2022, Docketwise was acquired by AffiniPay, the parent company of LawPay, the market-leading payments platform. The AffiniPay family of brands includes Docketwise, MyCase, Soluno, CASEpeer, LawPay, and Woodpecker. Learn more at docketwise.com.

* The LawPay Visa® Business Card is issued by Emprise Bank, pursuant to a license from Visa U.S.A., Inc.

Austin, Texas (February 19, 2025) -- AffiniPay, a leader in legal practice management software, integrated payments, and embedded fintech solutions for professionals, has earned two prominent recognitions for 2025:

* Built In Austin Best Places to Work —For the 6th consecutive year, AffiniPay has been named to Built In Austin’s Best Places to Work List. The company earned top spots on the following lists: 100 Best Midsize Places to Work \- Austin, TX* 100 Best Midsize Places to Work \- San Diego, CA* 100 Best Places to Work \- San Diego, CA* * G2 Best Software Companies — AffiniPay has been recognized as one of the Best Legal Software products by G2’s 2025 Best Software Awards, ranking among the top companies in the Legal Software Products category. This recognition reflects the company’s focus on customer satisfaction, with only the top 1% of vendors making the list.

“We are proud to receive these award recognitions from both BuiltIn and G2,” said Dru Armstrong, Chief Executive Officer of AffiniPay. “These awards speak to our team's commitment to delivering key solutions while fostering a workplace where talent can flourish. Looking ahead to 2025, we remain focused on empowering professionals with innovative technology, providing outstanding service, and supporting our employees in a culture of opportunity and collaboration.”

AffiniPay introduced significant product advancements in 2024, including AffiniPay IQ, a new tool integrating Generative AI to streamline legal workflows.

AffiniPay also expanded its accounting offerings with CPACharge Next Day Payments and In-Person Payments, including “tap-to-phone” technology, providing customers with secure, flexible payment options.

G2’s 2025 Best Software Awards recognize the top companies in the software industry based on over 2.8 million verified user reviews across 180,000+ products and services. The Best Software Awards honor companies that deliver outstanding performance, customer satisfaction, and innovation. AffiniPay’s recognition is a testament to its strong reputation and customer-focused approach.

The Built In Austin Best Places to Work List reflects the company’s focus on creating a people-first culture that prioritizes employee satisfaction, work-life balance, diversity, and inclusive programs. The program evaluates companies on compensation, benefits, and remote work opportunities, highlighting companies that provide environments where people thrive.

This announcement follows the news of AffiniPay releasing its 2024 Year in Review, documenting another record year for the company. Please visit G2’s 2025 Best Software Awards and BuiltIn Austin's Best Places to Work to view the complete list of award winners. For more information about working at AffiniPay, please visit AffiniPay.com.

About Built In

Built In’s esteemed Best Places to Work Awards, now in its fourth year, honor companies across numerous categories: 100 Best Places to Work, 50 Best Small Places to Work, 100 Best Midsize Places to Work, 50 Companies with the Best Benefits and 50 Best Paying Companies, 100 Best Large Companies to Work For, and 100 Best Remote-First Places to Work.

About Built In Best Places To Work

Built In's annual Best Places to Work program honors companies with the best total rewards packages across the U.S. and in the following tech hubs: Atlanta, Austin, Boston, Chicago, Colorado, Dallas, Houston, Los Angeles, Miami, New York, San Diego, San Francisco, Seattle and Washington DC. Best Places to Work is distinct because its algorithm selects tech companies that build their offerings specifically around what tech professionals value in a workplace. For more, visit, https://employers.builtin.com/best-places-to-work

About G2

G2 is the world's largest and most trusted software marketplace. More than 100 million people annually — including employees at all Fortune 500 companies — use G2 to make smarter software decisions based on authentic peer reviews. Thousands of software and services companies of all sizes partner with G2 to build their reputation and grow their business — including Salesforce, HubSpot, Zoom, and Adobe. To learn more about where you go for software, visit www.g2.com and follow us on X and LinkedIn.

About AffiniPay

Founded in 2005, 8am is a professional business platform purpose-built to meet the needs of legal, accounting, and other client service professionals. The 8am platform includes 8am LawPay, 8am CPACharge, 8am MyCase, 8am CasePeer, 8am DocketWise—providing integrated solutions for every stage of the professional services lifecycle. Recognized for 14 consecutive years on the Inc. 5000's list of fastest-growing companies, 8am empowers more than 250,000 professionals across North America with the most trusted, innovative technology to deliver world-class outcomes for their clients and their firms.

Austin, TX (January 9, 2025) -- AffiniPay, a leader in legal practice management software, integrated payments, and embedded fintech solutions for professionals, has announced Nathan Waite as its new Chief Revenue Officer. Waite brings over 20 years of strategic sales leadership and revenue growth experience, having held senior roles in sales and business development at some of the most innovative companies in the financial technology and SaaS industries.

We are excited to welcome Nathan to the AffiniPay Executive teamHis proven ability to amplify sales operations and build high-performing teams will be key to our continued success. Nathan's leadership will help deepen customer relationships, expand market reach, and deliver greater value to our customers and their clients.”

— Dru Armstrong, Chief Executive Officer of AffiniPay.

Waite previously served as Senior Vice President of Sales at Applied Systems, where he led initiatives to increase Applied System’s customer growth and acquisition strategies over the past decade. Prior to that, Nathan served as Chief Sales Officer at Semcat Corporation, a Lincoln, NE-based insurance technology company. Over those seven years, he was critical in scaling Semcat Corporation’s sales and customer operations, which led to a successful acquisition.

“With so much recent growth at AffiniPay, this is an exciting time to be joining the business,” said Nathan Waite, Chief Revenue Officer of AffiniPay. “I’m eager to collaborate with this talented team to accelerate our revenue strategy, provide more value for our customers, and build stronger partnerships for continued success.”

Nathan earned a Bachelor of Science in Economics from the Gies College of Business at the University of Illinois Urbana-Champaign. His diverse career history reflects his deep expertise in driving customer-centric sales strategies and fostering long-term partnerships that fuel sustained business success.

For more information on AffiniPay's Executive Leadership Team, please visit here.

About AffiniPay

AffiniPay is a leading provider of practice management software, integrated payments and embedded fintech for professionals serving legal, accounting, architectural, engineering, and construction firms. AffiniPay has been recognized as one of Inc. 5000’s fastest-growing companies for 13 years in a row. Each of its brands leads the market it serves with solutions purpose-built by industry, including LawPay, MyCase, CASEpeer, Docketwise, CPACharge, and AffiniPay for Associations. AffiniPay’s solutions are trusted by more than 245,000 legal & accounting professionals with more than 150 strategic partnerships and endorsements, including the American Bar Association and the American Institute of Certified Public Accountants. Visit affinipay.com to learn more.

AUSTIN, TX (Janurary 7, 2024) -- AffiniPay, a leader in legal practice management, integrated payments, and embedded fintech solutions, has announced a year of milestone achievements for 2024. AffiniPay continues to improve its market position as a driving force in the fintech industry with a deep focus on innovation and customer satisfaction. AffiniPay is redefining how firms manage payments and financial operations through this commitment to excellence.

We are excited to celebrate our success this year and send a special thank you to our customers for the trust they place in us to help streamline and grow their firms. “As we look toward 2025, we’re excited to continue enhancing our solutions, increase our market presence, and support our customers so they can focus on what matters most, serving their clients.”

— Dru Armstrong, Chief Executive Officer of AffiniPay.

Overall Business & Customer Growth: AffiniPay's growth was accelerated by a significant investment from Genstar Capital, a leading private equity firm. This strategic initiative positions AffiniPay for the next phase of expansion, strengthening its leadership in the fintech industry while driving the development of new products.

With total payment platform processing volume exceeding $20 billion in 2024, AffiniPay continues to enhance the efficiency of its payment solutions and embedded fintech across the legal and accounting industries. Additional growth metrics include:

• 30% increase in Annual Recurring Revenue

• 31% year-over-year increase in Recurring Revenue

• Over $250 million in total loan volume with Pay Later with over 57,000 legal professionals using this unique fee-lending option

The company’s achievements also reflect its ongoing investments in product advancements, customer experience, and expanding market reach. AffiniPay expanded its services, marking a major milestone with the launch of LawPay and CPACharge in Puerto Rico. This expansion aligns with AffiniPay’s ongoing mission to modernize the payment experience for professionals, delivering secure and efficient solutions to legal and accounting firms across the U.S. *Legal Product Updates* AffiniPay launched several exclusive product offerings further to integrate Generative AI into its suite of legal products. The launch of AffiniPay IQ introduced Generative AI into the company’s legal products MyCase and Docketwise.

MyCase Document Summaries helps firms save time by generating concise summaries highlighting any document's key points, making it easier to grasp important information quickly.

MyCase Text Editing goes a step further by identifying unclear sentences and suggesting rewording for improved readability and clarity. It also adjusts word choices and phrasing to better align the tone and communication.

Docketwise IQ Text Editing supports internal and external written communications with AI-generated enhancements. AI-powered text editing offers firms options for changing the style, modifying the tone, or summarizing and organizing notes.

Looking ahead, LawPay and CASEpeer IQ are set to launch in 2025 to further expand the suite of AI-powered solutions available to legal professionals to support firms' operational growth.

MyCase Smart Spend is a comprehensive management solution designed specifically for law firms powered by the LawPay Visa® Business Card. This new spend management solution allows firms to manage both firm and client expenses seamlessly within one platform. MyCase is one of the first to offer a single destination for firm operations and spend management from start to finish that is currently in beta.

Accounting Product Updates CPACharge Next Day Payments offers accounting professionals an expedited payment solution that enhances cash flow and improves deposit timelines. This feature, along with new in-person payment consoles, empowers CPA firms to accept secure payments on-site, improving the overall client experience.

AffiniPay launched its next-generation In-Person Payment solutions in CPACharge, ClientPay, and AffiniPay for Associations. These payment devices seamlessly integrate across AffiniPay solutions, offering modern, on-the-go, and in-office payment options. The new functionality includes "tap-to-phone" technology for mobile payments, reducing chargeback risks and ensuring full compliance with every transaction. This supports multiple payment methods, including contactless debit and credit cards, chip card inserts, and digital wallets like Apple Pay and Google Pay, providing a secure and convenient experience for both firms and their clients.

Company UpdatesIn 2024, AffiniPay earned a spot on the Inc. 5000 List of fastest-growing privately held companies for the 13th consecutive year. The company’s three-year revenue growth of 217% is a testament to its market leadership and continued excellence in the legal and accounting industries. The company also was named on Austin’s Best Places to Work List for 2024 by Built In Austin for the 5th year in a row.

For more information and to stay updated with AffiniPay’s latest news, please visit affinipay.com.

About AffiniPay AffiniPay is a market leader in practice management software and online payments for professionals serving legal, accounting, architectural, engineering, and construction firms. AffiniPay has been recognized as one of Inc. 5000’s fastest-growing companies for 12 years in a row. Each of its brands leads the market it serves with solutions purpose-built by industry including LawPay, MyCase, CASEpeer, Docketwise, CPACharge, and AffiniPay for Associations. AffiniPay’s solutions are trusted by more than 245,000 legal & accounting professionals with more than 150 strategic partnerships and endorsements, including the American Bar Association and the American Institute of Certified Public Accountants. Visit affinipay.com to learn more.

About LawPay LawPay is the industry leader in legal payments with the broadest range of payment options such as Pay Later, eCheck, and surcharging. LawPay provides a cost-effective solution for more than 55,000 law firms around the U.S. and Canada. LawPay is recommended by all 50 state bars, 60+ local and specialty bars and the ABA as a vetted and approved payment solution for the legal industry. LawPay is also the ALA’s Exclusive VIP Partner for Payment Processing. Learn more at lawpay.com.

About MyCase MyCase, an AffiniPay company, is complete legal practice management software designed for the modern law firm. MyCase covers the entire client lifecycle with Lead Management, Case Management, Billing and Invoicing, and Robust Reporting. It includes market-leading features such as integrated Payments, 2-way text messaging, and the MyCase Client Portal to centralize client communication and share files securely. In 2022, MyCase was acquired by AffiniPay, parent company of LawPay, the market-leading legal payments platform. The AffiniPay family of brands includes MyCase, CASEpeer, Docketwise, and LawPay. Learn more at www.mycase.com.

About CPACharge CPACharge, an AffiniPay solution, is an online payment solution developed specifically for CPA firms, giving professionals a secure way to accept credit, debit and eCheck payments. AffiniPay is headquartered in Austin, Texas and offers a modern payment gateway that integrates with more than 40 software solutions and is trusted by 50,000 firms. CPACharge is the only payment solution offered as a Member Discount Partner by the AICPA and recommended by more than 42 state CPA societies. Visit cpacharge.com to learn more.

About CASEpeer CASEpeer, an AffiniPay company, is the leading practice management solution built for personal injury law firms. Designed with input from leading plaintiffs’ attorneys, CASEpeer offers industry-leading best practices and support. Since 2016, the company has focused on providing plaintiff law firms with visibility across operations, from case management and calendaring to employee performance, pipelines, and profitability. In 2022, CASEpeer was acquired by AffiniPay, parent company of LawPay, the market-leading payments platform. The AffiniPay family of brands includes CASEpeer, MyCase, Soluno, Docketwise, LawPay, and Woodpecker. To learn more about CASEpeer visit CASEpeer.com

About Docketwise Docketwise, an AffiniPay company, is the #1 rated all-in-one immigration software and case management for immigration lawyers. It modernizes immigration practice with multilingual intakes that dynamically generate complete immigration applications based on answers to simple questions. In addition, Docketwise provides a comprehensive suite of case management features, including invoicing, calendaring, secure messaging, task management, case tracking, CRM and more. Docketwise is trusted by thousands of immigration lawyers and practitioners across the United States. In 2022, Docketwise was acquired by AffiniPay, parent company of LawPay, the market-leading payments platform. The AffiniPay family of brands includes Docketwise, MyCase, Soluno, CASEpeer, LawPay, and Woodpecker. Learn more at docketwise.com.

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