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MatterX: Enhancing the Microsoft experience for legal professionals

Enhancing the Microsoft experience for legal professionals.

Today's all-in-one solution for tomorrow's business growth

A modern centralised tool that not only helps you manage your Matters, Case Files, Legal Teams, Finances, Billing, and Clients but brings your data together to help you stay informed and make better decisions.

Business Modules:

  • Finance (General Ledger, AP, AR, Budgets)
  • Trust Accounting (including Trust to Office and Trust Reporting)
  • Matter Management (including Planning, Project and Task Management)
  • CRM (Client and Contact Management)
  • Document Management, Precedent and Document Automation

Microsoft 365 Integration

  • Microsoft Azure Users, User Groups, Teams Sync
  • SharePoint
  • Outlook
  • Microsoft Teams

Partner & 3rd Party Integrations

  • InfoTrack

Power Platform Extensibility

  • Power Automate
  • Power BI (including Data Model)
  • Power Apps

Supported Editions:

The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central.

Supported Countries: Australia.

Supported Languages: This app is available in English (United States).

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