Comprehensive Tools for Every Stage of Client Engagement

Transform Your Legal Practice with Integrated Microsoft Solutions

From First Contact to Final Invoice, Streamline Your Legal Practice

with Our Microsoft-based Solutions.

Discover MatterX Solutions

Your Complete Legal Practice Solution

Leverage the Power of Microsoft 365

for Seamless Client Journey Management
Capture Every Opportunity

Lead capture and automation solutions.

Effortless Lead Management with Microsoft workflow, bots, and automation tools.
  • Web chat and virtual agents
  • Lead capture forms
  • Customer sign-up automation
  • Self-service bookings
Book a Demo
Seamless Client Onboarding

Client onboarding and relationship management.

From First Contact to Matter Acceptance, Simplify with MatterX and Microsoft Dynamics 365 Sales.
  • Contact and account management
  • Lead and opportunity pipelines
  • Email, chat, appointment tracking
  • Workflow customisation
Book a Demo
Financial Mastery for Legal

Legal finance and certified trust accounting.

Comprehensive Financial Management with MatterX and Dynamics Business Central.
  • Certified legal trust accounting
  • General ledger
  • AP / AR / Budgets
  • Time and resource management
Book a Demo
Our Partners & Integrations

What is MatterX.

MatterX is a range of application extensions and add-ons for Microsoft products that are specifically tailored to meet the unique needs of the legal industry.
  • Make the move to modern cloud based solutions
  • Get more value out of your existing Microsoft 365 applications
  • Adapt faster and leverage emerging Microsoft technologies
  • Our solutions are supported by Microsoft Partners
  • Our solutions are integrated with legal service providers
Discover MatterX Solutions
75% of CEOs
believe that the organisation with the most advanced generative AI will have a competitive edge
Discover more about Microsoft AI & Copilots

Modern. Cloud. Microsoft.

Tired of disconnected legal systems?

Make the move to modern, cloud connected apps.
Solutions

Xero + MatterX:

Streamlined for small firms.
Perfect for new and small firms: Easily manage your matters and finances with Xero and MatterX. Quick setup, simple integration. Elevate your practice today.
News & Updates

Microsoft Copilot

coming soon to MatterX.
Discover more about Microsoft AI & Copilots
Solutions

Certified

Legal Trust Accounting in Microsoft Dynamics
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Show me this solution

Blog Posts.

MatterX Achieves Legal Trust Accounting Certification

November 8, 2023
By 
MatterX
Legal Practice Management

Overview of MatterX for IT Professionals: Enhancing Microsoft Solutions for the Legal Industry

March 27, 2023
By 
MatterX
Business Systems

Streamline Your Legal Practice with MatterX

March 27, 2023
By 
MatterX
Business Processes
Experience MatterX in Action Schedule a personalised demo and see how MatterX can revolutionise your legal practice.
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