Your trusted technology partner, now with AffiniPay IQ. Learn more 

Your trusted technology partner, now with AffiniPay IQ.

Transform the way your firm operates with secure artificial intelligence, delivering efficiency and insights woven seamlessly into your daily workflows

man on computer

Intelligence built to drive outstanding outcomes for your clients, and your firm.

Work smarter, reduce costs, and surface opportunities with responsible AI embedded into your favorite financial and practice management tools.

Intelligent document summarization

Quickly review case documents with AI generated summaries. Reclaim hours of your day to focus on what matters most - your clients.

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    Beta

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AI Summary
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Intelligent text editing

Communicate with clarity. Enhance your writing with our embedded AI-powered text editing. Update style, change tone, and summarize.

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    General Availability (GA)

  • CASEpeer

    Coming Soon

  • LawPay

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We are committed to our responsible approach to innovation.

AffiniPay technology is trusted by over 245,000 legal & accounting professionals, processing $20.5 Billion in payments volume annually. AffiniPay IQ works for you – empowering you to serve your clients and scale your practice with confidence.

Coming Soon!

Intelligent drafts

Let us suggest a first draft of your client communication or invoice reminder. Review and edit before sending.

mycase

Coming Soon

CASEpeer

Coming Soon

Intelligent translations

Remove language barriers to provide a better client experience. Instantly translate text into a different language.

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CASEpeer

Coming Soon

LawPay

Coming Soon

Intelligent task & event generation

Select and analyze text and our artificial intelligence will suggest tasks or events to generate. Just edit our draft and save.

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Coming Soon

CASEpeer

Coming Soon

Intelligent data population

Instantly extract key information from copies of passports, driver licenses, and birth certificates, to automatically populate immigration SmartForms.

Docketwise

Coming Soon

AI in legal

What’s Next?

Intelligent case search

Want to know something about a specific case or client? Just ask. We’ll get you an answer quickly, grounded in your secure data.

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Intelligent firm search

Now use natural language to ask something about your law firm. Want to know which of your practice areas have the best ROI? Just ask.

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Intelligent insights

What about the questions you don’t know to ask? Let us surface insights buried deep in your data. Receive customized recommendations to optimize intake, productivity, cash flow, and more. Make strategic business decisions, powered by intelligence.

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Intelligent automation

Forever transform the way you work with the technology you love. Create workflows, send payments, open files - all by interacting with our platforms in a conversational way, just like you would with a trusted assistant.

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Frequently asked questions

AffiniPay IQ currently utilizes a Large Language Model (LLM) provided by OpenAI and accessed via their API platform.

AffiniPay IQ does not use the consumer version of ChatGPT, but rather OpenAI’s API platform. Based on our terms with OpenAI, you can rest assured that your data is safe and will not be used to train OpenAI models. The free consumer version of ChatGPT may use inputs to train the model..

You remain in control. Your data is not sent to a LLM unless you agree to try out the feature and click a AffiniPay IQ icon or button each time you want to send the specified data to a LLM. Since you control the data inputs, you also control whether this includes personal data. Law firms should use discretion in determining their input selection. The OpenAI terms prohibit transmission of sensitive health information and personal data pertaining to minors under 13. Firms should not transmit this type of data to AffiniPay IQ.

As a trusted legal technology platform handling sensitive case and financial data, we are deeply committed to maintaining the security and privacy of law firm data. Managing privileged case information for thousands of attorneys (and their clients) is a responsibility we take very seriously. We understand that our legal professionals want to ensure that any AI tool they use adheres to stringent industry-standard security and confidentiality protocols.

AffiniPay ensures that your confidential data is securely sent to OpenAI, a SOC2 compliant platform, by encrypting it when in transit using TLS 1.2 or greater. Both AffiniPay and OpenAI ensure that your data is encrypted when at rest (AES-256). Additionally, we ensure that no customer data is used to train OpenAI’s models nor exposed to other customers of OpenAI. OpenAI may securely store your data for up to 30 days before deletion to identify abuse.

The AffiniPay platform also has extensive safeguards in place so that your confidential data is not exposed to another AffiniPay customer. These safeguards extend to AffiniPay IQ.

AffiniPay IQ also adheres to user permissions so that it can only be used on data that the user can already access. This means that a user can only send data to an LLM if they already have permission to access that data.

AffiniPay IQ beta only supports pre-configured prompts that are customized for each specific task. These increase the likelihood of an accurate response. Even with these steps, the outputs from AffiniPay IQ may sometimes be misleading or inaccurate, and we recommend that you carefully review all output prior to any use or reliance on it.

As we add additional features to AffiniPay IQ, we will continue to make investments in developing and testing AffiniPay IQ to be less susceptible to inaccurate responses or hallucinations than other generalized GenAI interfaces that lack legal domain expertise, like ChatGPT.

Based on our terms with OpenAI, our customers’ data will not be used to train OpenAI models.

AffiniPay IQ offerings do not train our own AI models. Artificial intelligence is a rapidly evolving technology. As your trusted legal technology partner we are committed to responsibly navigating the innovation landscape. We deeply respect your customer data, and will always operate within the scope of our data privacy policy.