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8am Customer Referral Program Terms and Conditions

Updated: April 2026

1. Introduction

Welcome to 8am! Through our professional business platform, we provide a range of services to legal, accounting, and other client-based professionals located in the United States and Canada, including payment software solutions like 8am CPACharge and 8am LawPay, and practice and case management software solutions like 8am CasePeer, 8am DocketWise and 8am MyCase.

Please carefully review these 8am Customer Referral Program Terms and Conditions (the “Terms”). By signing up to participate in the Program through the Program Platform and acknowledging that you accept these Terms, you agree that you have read, accepted, and agree to be bound by these Terms.

These Terms are effective as of the date on which you sign up to participate in the Program and will remain in effect until terminated in accordance with this paragraph. Either party may terminate your right to participate in the Program (a) for any reason upon seven (7) days’ written notice to the other party, or (b) immediately upon written notice if the other party materially breaches these Terms; provided, however, 8am shall have a thirty (30) day period to cure any late Referral Reward payments.

2. Definitions

Capitalized terms used herein are defined below or in other sections of these Terms.

    • “8am”, “our”, “us” or “we” means 8am, LLC, along with any parent company, subsidiary or affiliate

    • “8am Products” means 8am CasePeer, 8am CPACharge, 8am DocketWise, 8am MyCase and/or 8am LawPay.

    • “8am Products” means 8am CasePeer, 8am CPACharge, 8am DocketWise, 8am MyCase and/or 8am LawPay.

    • “Eligible Subscription” means the first subscription to an 8am Product purchased by a Prospective Customer using your Referral Link; provided, however, a subscription shall not be considered an “Eligible Subscription” if any of the following are true:

      • the Prospective Customer has an active subscription to an 8am Product as of the Referral Submission Date;

      • the Prospective Customer had an active subscription to an 8am Product during the six (6)-month period immediately preceding the Referral Submission Date;

      • 8am has recorded sales activity (e.g., emails, calls, meetings, or other documented touchpoints) in its Customer Relationship Management (CRM) platform or other internal records with the Prospective Customer during the six (6)-month period immediately preceding the Referral Submission Date;

      • the Prospective Customer purchased the subscription more than six (6) months after the Referral Submission Date; or

      • The Prospective Customer is based outside of the US or Canada.

    • “Person” means any natural person, corporation, partnership (whether general or limited), limited liability company, joint venture, association, company, trust, unincorporated organization, governmental authority, or other entity of any kind.

    • “Program” means 8am’s customer referral program for the referral of Prospective Customers to 8am by existing customers of 8am.

    • “Program Platform” means the third-party referral management platform, which shall initially be Impact Advocate. 8am may change its Program Platform at any time in its sole discretion.

    • “Prospective Customer” means an entity or person who is reasonably believed by you to have a bona fide interest in purchasing a subscription to an 8am Product (and who is not already subscribed to an 8am Product).

    • “Referral Link” means the unique referral link that will be issued to you after you create an Account through the Program Platform in accordance with Section 3.1 (Administration; Referral Submissions) of these Terms. Prospective Customers may use this Referral Link to submit a request to 8am for an 8am Product demo (“Demo”).

    • “Referral Submission Date” means the timestamp recorded in the Program Platform for the date on which your referred Prospective Customer requests a Demo using your Referral Link.

3. Program

3.1 Administration; Referral Submissions.

(a) 8am will administer the Program through the Program Platform.

(b) You are only eligible to participate in the Program if you are a current customer of an 8am Product with an account in good standing.

(c) To participate in the Program, you must create a user account through the Program Platform (“Account”). In connection with creating your Account, you may be required to accept the Program Platform’s applicable terms of service and privacy policy. You shall comply with the Program Platform Terms in all respects in connection with the Program.

(d) You are responsible for completing onboarding and Account setup required by the Program Platform, including those that are necessary to receive Referral Rewards through the Program Platform. 8am disclaims all liability to you for any delays in payment of Referral Rewards if you fail to complete such onboarding and account setup requirements.

(e) Following creation of your Account, you will receive (i) a Referral Link that you may share with Prospective Customers and (ii) access to a referral portal where you can track the status of your referrals. You are only eligible for a Referral Reward if a Prospective Customer uses your Referral Link to request a Demo and subsequently purchases an Eligible Subscription for the Demoed 8am Product.

(f) For the avoidance of doubt, (i) referrals submitted by any other means, including word of mouth, will not be eligible for a Referral Reward and (ii) if a Prospective Customer purchases a subscription to an 8am Product and does not use your Referral Link, no Referral Reward will be owed to you.

(g) There is no limit on the number of referrals you may submit.

(h) 8am reserves the right to reject, suspend or terminate your participation in the Program in its sole discretion.

3.2 Referral Acceptance.

(a) 8am may reject a referred Prospective Customer for any reason. Nothing in these Terms shall obligate 8am to offer or sell any 8am Products or consummate any transaction with any Prospective Customer. 8am may terminate any negotiations or discussions at any time and has the right not to proceed with any sale of 8am Products without any liability or obligation to pay compensation to you under these Terms.

(b) The pricing (including discounts), billing frequency, and other terms and conditions under which 8am offers or sells any 8am Products, including to Prospective Customers referred by you, will be determined exclusively by 8am in its sole discretion. 8am will have the authority to control all discussions and negotiations regarding any proposed or actual offering or sale of 8am Products.

3.3 Attribution. Only one Person may receive credit for a referral under the Program (or any other referral program offered by 8am). If multiple Persons submit the same Prospective Customer to the Program Platform, credit will be given to the first referral submitted. 8am will have final authority to determine referral attribution and resolve any referral attribution disputes, acting reasonably and in good faith based on the Program Platform records and/or 8am’s internal records. 8am disclaims all liability to you associated with any such attribution determinations and disputes.

3.4 Prohibited Activities. You shall not:

(a) Have authority to offer or sell 8am Products directly to a Prospective Customer and shall not participate in any negotiations with a Prospective Customer with respect to an 8am Product.

(b) Make any commitments, representations, warranties, guarantees, pricing statements or other promises on behalf of 8am or hold yourself out as an agent of 8am.

(c) Make any false or misleading statements about 8am or any 8am Product, including features, functionality, pricing, or availability.

(d) Engage in spam mailings, use automated systems or bots of any kind to distribute, post, or respond to your Referral Link or use any misleading, deceptive, or unfair marketing practices in connection with participating in the Program.

(e) Refer or attempt to refer (i) Persons with whom you do not have a pre-existing personal or professional relationship or (ii) self-referrals (including referring yourself, your affiliates, or any of your or their officers, directors, employees, contractors, or immediate family members).

(f) Submit referrals where you (or your affiliate) will receive a direct or indirect financial benefit from the Prospective Customer’s purchase beyond the Referral Reward.

(g) Sell or attempt to sell your referrals or Referral Link.

(h) Violate applicable laws in participating in the Program, including anti-spam, telemarketing, FTC or data privacy laws, rules and regulations (e.g., CAN-SPAM, the TCPA, CASL, and GDPR, as applicable).

4. Referral Rewards

As your exclusive compensation hereunder, 8am will award you a Visa gift card in an amount up to $200 for every Prospective Customer who purchases an Eligible Subscription using your Referral Link (“Referral Rewards”). Referral Rewards will not be paid unless and until your referred Prospective Customer has paid their first subscription fee for the Eligible Subscription. You shall be responsible for all taxes arising from receipt of the Referral Rewards. Visa gift card amounts may vary depending on the 8am Product referred.

8am may claw back or offset Referral Reward amounts from future reward payments owed to you if 8am determines that you (a) violated these Terms with respect to such referral, (b) the referral was otherwise fraudulent, or (c) the referral did not satisfy all eligibility criteria. If future reward amounts owed to you are insufficient to fully offset any clawback amount, you shall repay such remaining amount to 8am within thirty (30) days after written demand by 8am.

5. General

5.1 No Exclusivity. 8am may engage any other Person to serve as a referral partner, whether through or outside of the Program, in its sole discretion. Nothing in these Terms restricts 8am from marketing to, contracting with, or accepting referrals from any third party, or from pursuing any lead or opportunity, whether or not referred by you.

5.2 Independent Contractors.The parties are independent contracting parties. Neither party has, nor shall hold itself out as having, any right or authority to incur any obligation on behalf of the other party. The parties’ relationship in connection with these Terms shall not be construed as a joint venture, partnership, franchise, employment, fiduciary, or agency relationship, or as imposing any liability upon either party that otherwise might result from such a relationship

5.3 Effect of Termination. Upon termination of these Terms: (a) you must promptly cease holding yourself out as a Program participant; (b) no Referral Rewards will accrue after the effective date of termination; and (c) except for Referral Rewards that have accrued and are payable under these Terms prior to the effective date of termination (if any), you will not be entitled to any further Referral Rewards, including for opportunities not yet closed or amounts not yet collected. Sections 2, 4 and 5 shall survive termination of these Terms.

5.4 Limitation of Liability. UNDER NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY (WHETHER IN CONTRACT, TORT OR OTHERWISE) SHALL 8AM BE LIABLE TO YOU OR ANY THIRD-PARTY FOR (A) ANY INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, CONSEQUENTIAL OR PUNITIVE DAMAGES, INCLUDING, BUT NOT LIMITED TO, LOST PROFITS, LOST SALES OR BUSINESS, LOST DATA, GOODWILL, OR OTHER INTANGIBLE LOSSES; OR (B) ANY DAMAGES, COST, LOSSES OR LIABILITIES IN EXCESS OF $500. THE PROVISIONS OF THIS SECTION ALLOCATE THE RISK UNDER THESE TERMS BETWEEN THE PARTIES AND PARTIES HAVE RELIED ON THESE LIMITATIONS IN DETERMINING WHETHER TO ENTER INTO THESE TERMS. SOME STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES OR LIMITATION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES, WHICH MEANS THAT SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO 8AM. IN SUCH STATES, 8AM’S LIABILITY SHALL BE LIMITED TO THE GREATEST EXTENT PERMITTED BY APPLICABLE LAW.

5.5 Governing Law; Forum. These Terms and the Program will be governed by and construed in accordance with the laws of the State of Delaware, without giving effect to any choice or conflict of law provision or rule (whether of the State of Delaware or any other jurisdiction) that would cause the application of the laws of any jurisdiction other than the State of Delaware. Each party agrees that any judicial proceeding brought to enforce any provision of these Terms or to recover damages for breach shall be brought exclusively in the state and federal courts located in Travis County, Texas, and the parties waive any objections to jurisdiction or venue of any such court. To the extent that a dispute cannot be resolved in a friendly manner between the parties, the dispute will be settled by arbitration in Austin, Texas under the Commercial Arbitration Rules of the American Arbitration Association or the procedures of the American Dispute Resolution Center at the election of the party filing the arbitration; provided, however, regardless of the dispute resolution forum selected or the rules governing the same, (a) any dispute will be resolved by one (1) arbitrator, and (b) judgment on the arbitration award may be entered in any court having jurisdiction over the subject matter of the controversy. Notwithstanding the foregoing, in a matter where a party seeks equitable relief, the parties agree to the exclusive jurisdiction of the state and federal courts located in Austin, Texas. The prevailing party in court or arbitration action and any appeals therefrom will be entitled to recover reasonable legal fees, court costs, arbitration fees and out of pocket expenses.

5.6 Amendments. 8am may amend these Terms at any time. If 8am makes a material change, 8am will notify you as described in Section 5.7 (Electronic Disclosure and Consent). Changes that 8am determines are not material may not be individually notified, so please review these Terms periodically for updates. Revised Terms will supersede prior versions. Your continued participation in the Program after 8am publishes an amendment constitutes your acceptance of such amendment unless you provide a written objection to legal@8am.com within 30 days after 8am publishes the amendment. If you timely object to an amendment, the terms in place immediately before the effective date of the amendment will continue to apply to you. In certain circumstances, 8am may ask you to affirmatively accept an amendment before you are permitted to continue to participate in the Program. If you do not accept the amendment, 8am reserves the right to terminate your participation in the Program immediately.

5.7 Electronic Disclosure and Consent. You agree that 8am may send you communications from time to time, including notifications about updates to these Terms or other communications. A communication will be deemed to have been received by you 24 hours after the time 8am posts a communication to its website or 8am emails or texts a communication to you. Specifically, you agree and consent to 8am providing all communications, agreements, documents, notices, and disclosures to you electronically, including via the 8am website, 8am’s desktop or mobile applications, and/or the email address provided in your Program Platform account, and, if 8am so chooses, to the physical address provided in your Program Platform account. You agree that your electronic consent will have the same legal effect as a physical signature, and that electronic delivery of a communication has the same legal effect as if 8am provided you with a physical copy. You will need a computer or mobile device, Internet connectivity, and an updated browser to access the 8am website and review the communications provided to you.

5.8 Miscellaneous. These Terms constitute the entire agreement and understanding between the parties and supersedes all prior agreements and understandings, both written and oral, with respect to the subject matter herein. Any provision of these Terms that is prohibited or unenforceable in any jurisdiction will not invalidate the remaining provisions of these Terms or affect the validity or enforceability of such provision in any other jurisdiction. In addition, any such prohibited or unenforceable provision will be given effect to the fullest extent possible in the jurisdiction where such provision is prohibited or unenforceable. Any term herein may be waived only by a written document executed by an authorized representative of the waiving party. A waiver of any right provided under these Terms shall not constitute a subsequent or continuing waiver of such right or of any other right under these Terms. You may not assign, delegate, transfer, or otherwise convey any of your rights or obligations under these Terms, whether by operation of law, merger, consolidation, stock sale, asset sale, or otherwise, without the prior written consent of 8am. Any attempted assignment, delegation, transfer, or conveyance in violation of this provision will be null and void.