Card Vault

Secure, seamless card storage for faster, safer payments.

Card Vault is a centralized feature that lets LawPay users securely store and manage multiple payment cards in one place. Instead of re-entering card details for each transaction, customers can quickly select a saved card, streamlining checkout and reducing errors.

Built with strict compliance and encryption standards, Card Vault improves user confidence, accelerates payment processing, and supports a more modern, frictionless payment experience.

Problem Statement

Many AffiniPay users manage multiple payment cards for different clients or accounts, but the only way to store this data was through a non-compliant paper form, forcing them to re-enter card information every time and creating friction, errors, and security risks.

Role & Team

I served as the sole designer responsible for taking Card Vault from 0 to 1. This included leading research, defining the problem space, creating design solutions, and collaborating closely with product and engineering teams to deliver the feature end to end.

Goals & Metrics

Our primary goal was to replace the non-compliant paper form with a secure, digital solution for storing and managing multiple payment cards. Success would be measured by faster checkout times, reduced data-entry errors, increased user adoption of saved cards, and improved compliance scores during audits.

Research

To understand the pain points and needs of our users, I conducted a series of qualitative interviews and contextual inquiries. These sessions revealed how customers were juggling paper forms and manually re-entering card data, exposing inefficiencies and security risks.

Key insights:

Users feared security risks but didn’t want extra complexity
They wanted clear control over which cards were stored and how to update them
Their current storing practices were not ideal. They ranged from using the AffiniPay provided form and storing it in a secure location, to writing credit card numbers on post-its.

Ideation & Wireframes

I began with a contract-centric approach, designing screens where each client’s record included payment methods as part of a broader activity profile. To gather cross-department feedback early, I organized a “wall walk”: we printed every screen and invited people from product, engineering, support, compliance, and other user-touch teams to literally walk the walls, review, and add comments.

This exercise quickly revealed that this design was drifting into CRM territory, stretching beyond our product’s scope. Based on that insight, we pivoted to focus solely on payment-related functionality, leading to the dedicated Card Vault concept and its streamlined wireframes.

Design, Prototyping & Testing

I turned wireframes into high-fidelity designs and interactive prototypes, which were validated through multiple rounds of user testing. Iterations focused on simplifying steps, surfacing key trust signals, and ensuring the experience met all PCI and encryption standards.

Here is the final InVision prototype I created for user testing:

Final Solution

The launched Card Vault feature enables users to securely store and manage multiple payment cards in one place. Instead of re-entering details for every transaction, customers can quickly select a saved card, enjoying a faster, error-free, and fully compliant payment process.

Initial goals were met
Increased adoption of stored cards
Reduced payment errors and support tickets
Reinforced that trust is earned through clarity and simplicity in high-stakes experiences
As of earlier this year, AffiniPay had over 40k stored payment methods

Key Takeaways

What seemed like a simple feature fundamentally reshaped how many law firms manage payments. Card Vault streamlined collections and improved cash flow, with users reporting noticeably better collection rates and fewer missed payments.

The response was enthusiastic—one paralegal even recorded a video showing colleagues how to use Card Vault, delighted at how much easier it made her day-to-day work. This project reinforced how thoughtful UX, even in a single feature, can transform an entire business process and create advocates inside our customers’ teams.