AI-powered financial control built for law firms
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.
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.
Process Date
Process Date
Delivered
Delivered
Join the businesses that count on Forwardly
Join the businesses that count on Forwardly
Join the businesses that count on Forwardly
Designed for legal workflows & compliance standards
Client billing and retainer payments without friction
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.
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.
Pay From
Pay From
Pay From
***
***
***
Process Date
Process Date
Process Date
Pay Amount
Pay Amount
Pay Amount
$
$
$
435.00
435.00
435.00
Schedule
Schedule
Schedule
Delivery Speed
Delivery Speed
Delivery Speed
Instant Transfer
Instant Transfer
Instant Transfer
$
$
$
Same Day
Same Day
Same Day
Next Day
Next Day
Next Day
Standard
Standard
Standard
Auto Payments
Auto Payments
Auto Payments
Enabled
Enabled
Enabled
Payer Information
Payer Information
Payer Information
Your Business Legal Name
Your Business Legal Name
Your Business Legal Name
Payment Method
Payment Method
Payment Method
Controls that support trust and compliance requirements
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.
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.
Clear visibility across firm and partner finances
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.
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.
Make a Payment
Make a Payment
Make a Payment
Pay From
Pay From
Pay From
*** 1234
*** 1234
*** 1234
VISA
VISA
VISA
*** 1342
*** 1342
*** 1342
Process Date
Process Date
Process Date
Mar 28, 2025
Mar 28, 2025
Mar 28, 2025
Delivery Speed
Delivery Speed
Delivery Speed
Instant Transfer
Instant Transfer
Instant Transfer
$
$
Same Day
Same Day
Same Day
Next Day
Next Day
Next Day
Standard
Standard
Standard
Internal Remarks
Internal Remarks
Internal Remarks
Write your remarks here.
Write your remarks here.
Write your remarks here.
0/200
0/200
0/200
Submit for Approval
Submit for Approval
Submit for Approval
Current Approval Required
Current Approval Required
Current Approval Required
Any of
Any of
Any of
Max I.
Max I.
Max I.
Sam C.
Sam C.
Sam C.
Vivek S.
Vivek S.
Vivek S.
Dev M.
Dev M.
Dev M.
+4
+4
+4
Automation that saves time, speeds up cash flow, and cuts costs.
Automation that saves time, speeds up cash flow, and cuts costs.
70+ hours
saved monthly by automating billing, AP, and AR workflows.
30% fewer errors
with AI-driven approvals and payment processes.
Thousands of U.S. businesses
trust Forwardly’s automation to securely manage millions in payments.
100% on-time payments
and audit-ready records for trust accounts, retainers, and partner splits.
Proof that better payments are possible
Proof that better payments are possible
Working with the Forwardly team has been an exceptionally positive experience. The teams 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
Working with the Forwardly team has been an exceptionally positive experience. The teams 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
Working with the Forwardly team has been an exceptionally positive experience. The teams 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
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
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. Maybe Forwardly can help kick-start the US banking system into actually supporting their customers and their businesses.
Jackie Anthony
Founder, AllCents Consulting
Finally a payment platform that is great to use and doesn't sit on our hard earned cash for days, even weeks, on end. Maybe Forwardly can help kick-start the US banking system into actually supporting their customers and their businesses.
Jackie Anthony
Founder, AllCents Consulting
Finally a payment platform that is great to use and doesn't sit on our hard earned cash for days, even weeks, on end. Maybe Forwardly can help kick-start the US banking system into actually supporting their customers and their businesses.
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?
How does Forwardly improve cash flow for law firms?
Does Forwardly reduce manual accounting work for law firms?
Can Forwardly support approval workflows for legal teams?
Does Forwardly integrate with legal accounting systems?
Is Forwardly suitable for growing law firms?