Solo & Freelance
About the company
Marketly is a boutique law firm with 8 attorneys handling dozens of active client matters simultaneously. Billable expense tracking was a constant source of revenue leakage, billing errors, and administrative overhead.
The challenge
Every client matter at Marketly had its own expenses—court filing fees, travel to depositions, research database subscriptions, client meals, document printing. Tracking these accurately across 8 attorneys and 40+ active cases was a manual, error-prone process that nobody had time to manage properly.
Robert spent hours each month cross-referencing credit card statements with attorney expense logs, trying to match costs to the right client matters. Errors were common, client billing disputes were uncomfortable, and costs were still slipping through. His accountant estimated the firm was under-billing by $3,000–5,000 per month.
“We were losing money every month. Not because of bad work—because of bad tracking. Expenses that should have been billed to clients were being absorbed by the firm because we couldn’t prove we’d incurred them.”
Robert Miller, Managing Partner, Marketly
What Marketly needed
The firm needed a way to tag every expense to a specific client matter at the point of capture—not during a reconciliation process three weeks later when nobody could remember the context. The tool also needed to be simple enough that busy attorneys would actually use it without resistance.
The solution
Marketly implemented Payflow with custom categories for each active client matter. Every attorney got the mobile app with one instruction: photograph the receipt when you incur the expense, tag it to the client matter.
The AI extracted vendor, amount, date, and category automatically, and attached the receipt to the correct client file. Robert set up automated monthly billing reports for each matter—pre-populated with every expense, receipt, and categorization. What used to take a full day now generated in seconds.
“The attorneys actually started using it. Which was the part I wasn’t sure about. But because it was just taking a photo, they didn’t resist it the way they’d resisted everything else.”
Robert Miller, Managing Partner, Marketly
The result
Billing accuracy hit 100%. For the first time, every expense incurred on behalf of a client was captured, attached, and invoiced—with a receipt to support it. Robert saved 25 hours per month on billing administration. In the first full month on Payflow, Marketly billed $4,200 in expenses that would previously have been absorbed by the firm. That number has remained consistent every month since.
“It paid for itself in the first week. Not the first month—the first week.”
Robert Miller, Managing Partner, Marketly
