Better Systems. Better Business. Better Client Outcomes.

Legal Practice Management Software hosted by Microsoft.

MatterX uncomplicates systems and processes and makes it easier for you to manage your practice and get things done.

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 to a product demo.

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Get access

 to a product demo.

Discover today's all-in-one solution for tomorrow's legal business growth.

A modern centralised tool that not only helps you manage your matters, legal teams, and clients but brings your data together to help you stay informed and make better decisions.

MatterX is proudly built on top of the popular Microsoft Dynamics 365 Business Central platform.
Back Office

Legal Finance.

  • General Ledger, AP, AR, Budgets
  • Compliant Legal Trust Accounting
  • Time, WIP, Disbursements, Invoicing
Front Office

Matter Management.

  • 1
    Matter project planning and management
  • 2
    Work estimation, tracking and forecasting
  • 3
    Matter party and contact management
Administration

Documents.

  • Automated document generation
  • Easy to use precedent template builder
  • Document binding and merging

Gain visibility of your firm's work-in-progress with MatterX Workplan tools.

Get hours back in your week with your law firm's productivity and efficiencies levelled-up.
Tasks
Plan your matters, estimate your effort and costs.
Timeline
Manage your matter timeline effectively with our workplan calendar.
Boards
Visualise work, manage work-in-progress, and maximise efficiency.

Built for growth. A system that scales with you.

Microsoft SharePoint.
Add cloud based document management.
Microsoft Teams.
Collaborate and access matters and tasks without leaving Teams.
Microsoft Power BI.
Gain deeper insights from your business data.
Microsoft Outlook.
Our plugins help you to stay productive in the apps that you spend the most time in.
Microsoft Power Automate.
Connect different apps and business processes with powerful automations.
Microsoft Power Apps.
Extend your system's capability with low-code/no-code development.

Plans

Plans and product features
 
BASIC
BUSINESS
PREMIUM
Business Modules
 
Finance
Trust Accounting
Matter Management
Client and Contact Management
Document Management
Basic
Microsoft 365 Integration
Microsoft 365 Integration
Precedent & Document Automation
-
Microsoft 365 Integration (excludes Microsoft product licensing)
 
Users, User Groups, Teams Sync
-
SharePoint
-
Outlook
-
Microsoft Teams
-
Partner & 3rd Party Integrations
 
InfoTrack
-
PEXA
-
Coming Soon
Coming Soon
Power Platform Extensibility
 
Power Automate
-
Limited
Power Apps
-
Limited
Power BI
-
Limited
MatterX Power BI Data Model
-
-
MatterX Power BI Report Library
-
-
Support
 
Platform and Software Updates
Online Knowledge Base
Email Ticketing
Partner Service
Partner Service
Partner Service
Phone Support
Partner Service
Partner Service
Partner Service
Implementation Services
 
In-app Guided Assisted Setup
Configuration and Setup Consultation
Partner Service
Partner Service
Partner Service
Training and Change Management
Partner Service
Partner Service
Partner Service
Data Migration
Partner Service
Partner Service
Partner Service
Custom Implementation
Partner Service
Partner Service
Partner Service

Ready to go?

 Let's get you sorted with a live demo...
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