## AI-powered financial control built for law firms

Law firms manage retainers, client billing, partner allocations, and strict compliance requirements. Forwardly helps firms collect client payments faster, control outgoing payments, and maintain clear audit trails with intelligent approvals. Gain real-time visibility across firm finances while continuing to use your existing legal accounting and trust systems.

## Join the businesses that count on Forwardly

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### Client billing and retainer payments without friction

Law firms rely on retainers and timely client payments to maintain predictable cash flow. Forwardly supports automated invoicing, scheduled payments, and faster collections, helping firms reduce follow-ups, minimize late payments, and improve visibility into outstanding balances.

### Controls that support trust and compliance requirements

Legal finance demands accuracy and oversight. Forwardly adds structured approval workflows, payment controls, and detailed audit trails around disbursements, vendor payments, and partner-related transactions. This helps firms reduce errors and maintain strong internal controls without disrupting existing trust or accounting processes.

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### Clear visibility across firm and partner finances

Managing firm expenses, partner allocations, and operational payments often spans multiple systems. Forwardly centralizes payment activity, approvals, and reporting in one place, integrating with your accounting software to give partners and finance teams clearer insight into firm-level cash flow and spending.

## Automation that saves time, speeds up cash flow, and cuts costs.

### 70+ hours saved monthly by automating billing, AP, and AR workflows.

### Thousands of U.S. businesses trust Forwardly’s automation to securely manage millions in payments.

### 30% fewer errors with AI-driven approvals and payment processes.

### 100% on-time payments​ and audit-ready records for trust accounts, retainers, and partner splits.

## Seamless Integration with

## Proof that better payments are possible!

Working with the Forwardly team has been an exceptionally positive experience. The team's commitment to excellence is reflected not only in their innovative approach but also in their attentive and supportive nature. They truly stand out in the fintech space with what I consider to be the best instant payment solution available today.

#### Richard Roppa-Roberts

Business Owner, Roundtable Labs

Forwardly provides me a simple way for my clients to pay my invoices while also saving money. Their support is attentive and the team is passionate about their product!

#### Matthew Fulton

Business Owner, Parkway Business Solutions

Finally a payment platform that is great to use and doesn't sit on our hard-earned cash for days, even weeks, on end.

#### Jackie Anthony

Founder, AllCents Consulting

## Frequently asked questions

How does Forwardly help law firms manage accounts payable?

Forwardly helps law firms automate accounts payable by streamlining invoice intake, approval workflows, and vendor bill payments. This reduces manual processing, prevents payment delays, and keeps firm expenses organized and accurate.

Can Forwardly support legal vendor and service provider payments?

Yes. Forwardly simplifies payments to legal vendors and service providers by automating bill approvals and scheduling payments, helping law firms avoid late payments and maintain strong vendor relationships.

How does Forwardly improve cash flow for law firms?

Forwardly improves cash flow by accelerating invoice payments, removing approval bottlenecks, and providing real-time visibility into outgoing bills. Law firms can better manage operating expenses and payment timing.

Does Forwardly reduce manual accounting work for law firms?

Absolutely. Forwardly uses AI-powered automation and four-way sync to extract invoice data and automatically sync vendors, bills, invoices, and payments with accounting systems and ERP solutions, reducing duplicate data entry and keeping financial records accurate.

Can Forwardly support approval workflows for legal teams?

Yes. Forwardly supports configurable approval workflows that route invoices and bills to partners, finance teams, or administrators before payment, ensuring financial control without slowing operations.

Does Forwardly integrate with legal accounting systems?

Yes. Forwardly integrates with popular accounting and ERP platforms to keep vendor data, invoices, and payments synced, ensuring law firm books stay accurate and audit-ready.

Is Forwardly suitable for growing law firms?

Yes. Forwardly scales with growing law firms by automating AP workflows, improving payment speed, and maintaining real-time financial visibility as case volume and expenses increase.

## Streamline client and partner payments effortlessly.
