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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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.
Plan your work
Managing Deadlines, Matters vs Estimates, Remaining Work, Aged WIP -> Bill
Manage your teams
Priorities, Tasks, Time vs Targets, Workflow
Manage your business
Future cashflow, EBITA, Historical vs Future Reporting
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
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Microsoft 365 Integration (excludes Microsoft product licensing)
