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Kaleidoscope
September 2–4, 2025 | The Fairmont | Austin, TX
LAWPAY | MYCASE | DOCKETWISE | CASEPEER | CPACHARGE
Register Today!KALEIDOSCOPE 2025
See Your Business Through a New Lens
Imagine what your firm could do with more time, better technology, and fresh ideas. You’re not alone, legal and accounting professionals everywhere are looking for new ways to thrive.
Kaleidoscope 2025 is our user conference designed to inspire, connect, and equip you with real solutions to move forward with confidence. With expert-led sessions, practical insights, and the chance to learn from peers facing the same hurdles, you’ll leave with a clearer vision and the confidence to act on it.
See more. Do more. Achieve more.
Our Way of Saying Howdy
The next 50 registrants get a FREE pair of Tecovas Boots - courtesy of AffiniPay! Customized by you with branding, on-site at Kaleidoscope.
Boots ordered with your registration. Restrictions apply.
Arrive at Insights. Leave Inspired.
Kaleidoscope takes a new angle on user conferences, delivering practical insights to help your firm grow. Our three learning tracks focus on: growing your business, strengthening your financial strategy, and embracing the right technology for what’s next.
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Business Leadership
This track is built for professionals ready to take a step back and work on the business, not just in the business. Focus on big-picture growth with real-world insights on business leadership from experts and peers.
Management and Growth Strategies for Solo and Small Firms
Running a small firm involves the practice of law and the business of law. This session delivers the business insights they don’t teach you in law school. You’ll walk away with practical strategies to sharpen your business mindset, streamline operations, and drive sustainable growth.
Gabriela Cubeiro
Zach Herbert
Making Social Media Work for You
Social media isn’t just for trends—it’s a powerful tool to grow your firm and connect with the clients you want to serve. Hear real-world insights from your peers as they share their expertise on how to create content that builds credibility, sparks engagement, and supports real business growth. Learn how to show up online with confidence, avoid common pitfalls, and develop a brand presence that’s both authentic and effective. Ready to take your social media game to the next stage? Let’s make it happen.
Niki Black
Don’t Let Potential Clients Slip Away: Intake Tactics That Work
You’ve got prospects—now what? If you mishandle prospective clients, you might be impacting your bottom line. In this session, we'll share nurturing and intake strategies, such as increasing response times and balancing automation and human touch. Learn how to start off on the right foot with potential clients and avoid common mistakes.
Jared Correia
Giselle M. Rodriguez
Zach Herbert
The Future of Law: Emerging Trends from Legal Tech Experts
Legal tech is evolving fast—from AI-powered research to data-driven decisions and emerging business models. But which trends are truly transforming the practice of law? This panel of legal tech journalists has a front-row seat to the industry's evolution, separating the hype from what’s actually making an impact. Join them for candid insights on the innovations reshaping the profession, the roadblocks ahead, and the key developments lawyers need to watch to stay ahead. Expect sharp analysis, real-world perspective, and a few bold predictions you won’t hear anywhere else.
Niki Black
Bob Ambrogi
Joe Patrice
Stephanie Wilkins
You've Got Mail (and Texts, and Calls): Mastering Client Communications
Inbound communications can be difficult to navigate effectively: clients expect an immediate response and they reach out to you in many different ways. During this session we’ll break down managing client expectations, tools to ease the pressure of feeling like you’re always on-call, and how to keep your clients happy. Plus, your peers will deliver actionable insights from real-world experience.
Brian Glass
AI Speed Round: 30 Tips and Tools You Can Use Today
Artificial intelligence (AI) is reshaping how legal professionals work, from streamlining workflows to unlocking new levels of productivity and insight. In this rapid-fire session, our experts will share 30 practical AI tips and tools you can put to work immediately. Each tip is crafted to help you confidently explore and integrate AI. Whether you're just getting started or looking to level up, you'll leave with a toolbox of fresh, actionable ways to improve your practice and your firm.
Niki Black
Mark Palmer
Joe Patrice
Stephanie Wilkins
The Future of Accounting: Emerging Trends from Accounting Experts
The accounting profession is at a turning point. With AI, automation, and evolving client expectations, firms need to stay sharp to keep up. In this expert panel, industry pros will break down the biggest trends shaping the future of accounting, from new tech tools to the shift toward advisory services. You’ll get practical insights on how to stay competitive, adapt to what’s coming, and set your firm up for long-term success.
AI-Enabled Marketing to Expand Your Business
Artificial intelligence (AI) is reshaping how legal professionals work, from streamlining workflows to unlocking new levels of productivity and insight. In this rapid-fire session, our experts will share 30 practical AI tips and tools you can put to work immediately. Each tip is crafted to help you confidently explore and integrate AI. Whether you're just getting started or looking to level up, you'll leave with a toolbox of fresh, actionable ways to improve your practice and your firm.
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Technology & Innovation
Unlock more value from the technology you use—and a few you haven’t met yet. This track explores AI, automation, and integrated workflows designed to save time, simplify operations, and help your team do more for clients.
Unlock Cash Flow and Increase Revenue with CPACharge and LawPay
Your clients come first—but a healthy cash flow is what keeps your firm running strong. Learn how to simplify billing, accelerate payments, and uncover untapped revenue with CPACharge and LawPay. We’ll share proven strategies to help you streamline financial workflows, reduce friction in the payment process, and create a more consistent, predictable income stream. If you’re ready to spend less time chasing payments and more time growing your business, this session is for you.
Eliminate Expense Chaos with Smart Spend
Tired of chasing receipts and wrangling disconnected expense tools? Smart Spend is the smarter way to manage firm finances—bringing control, clarity, and calm to your spending process. With Smart Spend, you can track every purchase in real time, eliminate manual reimbursement headaches, and ensure your team stays within budget. Smart Spend creates a seamless financial system that helps your firm stay organized, compliant, and ready to grow—no more financial chaos, just smart business.
Justice for All: How PayLater Expands Access and Boosts Your Bottom Line
Legal fees shouldn’t be a barrier to justice—but for many clients, they are. That’s why AffiniPay offers PayLater: a flexible payment solution that helps clients get the legal support they need without large upfront costs. PayLater works across LawPay, MyCase, and Docketwise, giving firms a new way to increase conversions, improve cash flow, and meet rising client expectations. It’s more than just a payment option—it’s a smarter way to grow your practice and expand access to justice.
No Frills, All Skills: MyCase AI & Workflows in Action
AI is everywhere, but what really matters is how it works for you. We'll cut through the noise and show you exactly how MyCase AI and workflow automation tools can simplify your day-to-day. See how real firms are using features like automated document drafting, intelligent task management, and smart workflows to save time, reduce manual work, and stay focused on what matters most. No fluff, no gimmicks—just practical ways to boost productivity and move your firm forward.
Immigration, Streamlined: Your Docketwise Playbook
Immigration law is complex, ever-changing, and often overwhelmed with paperwork. To keep pace, your practice needs tools built specifically for the way immigration professionals work—and that’s exactly what sets Docketwise apart. From automated form generation and customizable workflows to client intake, communication tools, and compliance tracking, Docketwise offers everything you need to simplify processes and move cases forward faster. Firms are saving time, reducing errors, and staying agile in the face of shifting policies and client demands. Manage immigration cases more efficiently, grow your practice with confidence, and stay focused on what matters most—your clients.
The Settlement Playbook: Streamline Every Step with CASEpeer AI and Automation
Settlements are won with strategy, not just negotiation. CASEpeer gives you the tools to streamline every step—from offer tracking and lien management to communication, documentation, and follow-up—so nothing falls through the cracks. Join our presenters and learn how AI and automation in CASEpeer can simplify your workflows, eliminate bottlenecks, and help you drive stronger, faster results. Whether you’re managing high volumes or complex cases, learn how to turn your settlement process into a well-oiled, high-performing system.
Achieve More
Financial Success
Healthy finances fuel long-term success. This track covers revenue growth, smarter cash flow, and the solutions to build a profitable firm, so you can make confident decisions and plan for a financially healthy future.
The Data-Driven Firm: Tracking What Truly Drives Growth
Billable hours only tell part of the story. Simple but automatic reporting, expense tracking, and revenue forecasting are also critical. This session delivers real-world strategies for regaining control, reducing risk, and clearing a path to sustainable growth and a brighter financial future.
Adapting Your Billing Model
The billable hour will continue to play a role in most firms. However, a significant number of firms are getting good results with alternative billing models such as flat fees and subscription billing. Learn what’s working, what’s not, and how to charge for your services in a way that works for your clients and your bottom line.
Gabriela Cubeiro
When and How to Grow Your Team
As your practice grows, so does the need to expand your team—but how and when really matters. Hiring full-time support staff, adding a partner, or using a flexible staffing model are all important strategies and require careful planning. Hear from attorneys who have successfully navigated team expansion and discover what works and what doesn’t.
Gabriela Cubeiro
Running A Business In the Face of Unpredictability
Economic curveballs can impact your firm in many ways. You might see reduced demand in certain areas of your practice and client expectations may shift. Planning ahead can help you make smart decisions in the face of ambiguity. You’ll walk away with grounded strategies for leading with clarity, staying resilient under pressure, and making confident business decisions—even when the path ahead isn’t crystal clear.
Bob Ambrogi
The 10 Costliest Mistakes Firms Make—And How to Avoid Them
TEven the sharpest firms make mistakes—but some hit harder than others. Billing, hiring, and budgeting missteps can quietly impact revenue and stall momentum. Law firm consultants will teach you to spot mistakes early, avoid them entirely, and build a financial strategy that keeps your firm strong and scalable.
Jared Correia
Executive Keynote
Dru Armstrong
Hear from AffiniPay CEO Dru Armstrong and our product leaders as they share a practical look at where legal and accounting technology is headed. This keynote will cover the trends shaping the industry and the technology solutions that can help firms work more efficiently, stay competitive, and drive lasting growth.
Featured Speaker
Gabby Thomas
Join 5x Olympic medalist and Harvard graduate Gabby Thomas for an inspiring keynote conversation on achieving peak performance, on and off the track. Drawing from her experience as one of the fastest women in the world, Gabby will explore how discipline, mindset, and resilience can help legal and accounting professionals lead with clarity, navigate pressure, and build stronger, more focused businesses.
KALEIDOSCOPE AT A GLANCE
Tuesday
09.02.25
Registration Open - 3rd Floor of The Fairmont
2pm - 6pmSunrise to Sunset Opening Reception at The Fairmont
6pm - 9pm
Wednesday
09.03.25
General Session - Executive Keynote
Breakout Sessions
Lunch
Breakout Sessions
Exhibit Hall Happy Hour
5pm - 6pmFree Night in Austin
Thursday
09.04.25
General Session - A Conversation with Gabby Thomas
Breakout Sessions
Lunch
Breakout Sessions
Kaleidoscope Closing Reception at Speakeasy Austin
7pm - 10pm
Secure your spot today!
Standard Pass Cost: $1,495
Got a big team? Register 3 or more attendees and get a discounted rate of $995 per pass - use code GROUP3 at checkout!
Your all-access pass includes:
- Access to all sessions led by experts in the field
- Exclusive evening networking events
- Entry to the Partner Hall and Solutions Hub
- Meals - Breakfast, Lunch, Morning & Afternoon Breaks
Engaging Insights in Every Format
- Expert Presentations: Get fresh insight from AffiniPay product experts and industry professionals to build a more efficient business.
- Panel Discussions: Hear what’s working from a mix of experts and peers, combining real-world experience with practical advice.
- Panel + Table Talks: A moderated panel paired with guided small-group discussions to explore the ideas that matter most to you.
- Quick Hit Sessions: Short on time, big on impact. These 30-minute sessions deliver focused insights you can put to work right away.
The Fairmont Austin - Luxury with an Austin Flair
Exclusive Rate: $289/night plus taxes and fees
(Rate available until August 7, 2025)
Book Your Stay Today!
Welcome Reception
September 2 (Evening)
Grab your badge and kick off Kaleidoscope 2025 with great food, drinks, entertainment, and a chance to meet fellow attendees, speakers, and partners.
Closing Reception
September 4 (Evening)
Cap off two impactful days with an Austin-style celebration you won’t forget.
Exciting announcements regarding these two unique events to come!
Need hands-on support or product guidance? Visit the Solutions Hub for expert help, quick demos, and one-on-one support to make sure you're getting the most out of your software.
Looking for other solutions that work well with your existing software? Visit the Partner Hall to connect with trusted technology partners, explore integrations, and find practical solutions to help your firm run more smoothly.
Interested in exhibiting? Contact Catherine Wainwright to request the Kaleidoscope 2025 Event Prospectus.
See more. Do more. Achieve more.
Kaleidoscope 2025
Special Thanks to our Amazing Sponsors
Frequently asked questions
Kaleidoscope is AffiniPay’s inaugural, invite-only customer conference, taking place September 2-4, 2025, in Austin, TX. This premier event is designed for legal and accounting professionals who want to stay ahead of industry trends, discover innovative technology, and connect with peers and thought leaders.
Attendees will experience:
- Exclusive insights from AffiniPay executives and industry experts
- Product demos of LawPay, MyCase, CASEpeer, Docketwise, and CPACharge
- Interactive learning through expert-led sessions and CLE/CPE-accredited content
- Unmatched networking opportunities with business owners, legal professionals, and financial experts
Kaleidoscope 2025 will take place September 2-4, 2025, at the Fairmont Hotel in Austin, TX.
Kaleidoscope is designed for:
- Law firm and accounting firm owners
- Legal and financial professionals interested in practice management, payments, and business growth
- Current and potential users of LawPay, MyCase, CASEpeer, Docketwise, and CPACharge
- Industry experts, partners, and executives looking to expand their professional network
The conference agenda will feature:
- Keynote & General Sessions led by AffiniPay’s executive leadership, covering industry insights, innovation, and the future of professional services technology
- 20+ Breakout Sessions focused on topics like practice management, embedded payments, financial wellness and firm growth strategies
- Interactive Panels & Podcasts Roundtables featuring peers and industry experts discussing emerging trends and challenges
- Live Product Demos showcasing the latest technology updates from AffiniPay’s suite of solutions
- Networking Opportunities with AffiniPay’s executives, product experts, and peers in both legal and accounting professionals.
All Access Pass: $1,495
Attendees who register and wish to cancel between March 4th and July 2nd will receive a 100% refund. Attendees who cancel between July 3rd and August 1st will receive a 50% refund. Cancellations received after August 1st will not receive a refund.
Kaleidoscope will be taking place exclusively at The Fairmont Austin. A reserved block of rooms have been made available at The Fairmont for event attendees at a discounted rate of $289/night plus additional taxes and fees. You may book your stay here.
Onsite registration for Kaleidoscope 2025 will open at 2pm on Tuesday, September 2nd, with the Welcome Reception beginning at 6pm onsite at The Fairmont. Sessions will conclude by 5pm on Thursday, September 4th and the Closing Reception will conclude that evening at 10pm.
Yes! Kaleidoscope 2025 will offer CLE (Continuing Legal Education) and CPE (Continuing Professional Education) credits for select sessions. Full details will be available on the event website closer to the event date.
Each registration is individual and non-transferable. If a client or prospect is interested in attending with colleagues, they should submit a separate registration request for each person.
Kaleidoscope will feature an exclusive Partner Hall at The Fairmont Austin. If you are interested in sponsoring Kaleidoscope, please contact Catherine Wainwright.
Please reach out to events@affinipay.com with additional inquires regarding your attendance at Kaleidoscope.
Don’t Miss Out!
The Future of Your Firm Starts with a New Perspective. Will You Be There?
Register Today!