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 firm professional using Forwardly for AI-powered financial control

Join the businesses that count on Forwardly

Designed for legal workflows & compliance standards

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.

Business professional using Forwardly to automate client billing and retainers

Business professional using Forwardly to manage trust accounts and partner splits

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.


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.

Business professional using Forwardly to gain full financial visibility and control
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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 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

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

Streamline client and partner payments effortlessly.

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