Legal Practice Management. Built on Microsoft.
NSW-certified trust accounting and enterprise-grade financial management natively on Microsoft Dynamics 365 Business Central—the ERP platform trusted by 50,000+ companies worldwide and named Best ERP System 2024 by Forbes Advisor. For Australian and New Zealand law firms who want comprehensive practice management—without adding another vendor.
*Forrester Total Economic Impact™ Study, 2024
Trusted by Australian and New Zealand law firms
Aptum Legal
23LEGAL
Sierra Legal
Harmos Horton Lusk
Inspire Legal
BM Resolve LawyersLegal technology shouldn't feel like a trap
You know the story. You signed up for practice management software at an attractive price. Within months, the bills multiplied—per-user fees, integration add-ons, premium feature unlocks. Now you're locked into a three-year contract with a vendor that won't export your complete database without charging thousands.
Meanwhile, your team juggles calendar sync failures between your legal system and Outlook. Email management "integration" means copying and pasting. Your CFO supplements the basic billing module with a separate accounting system. Your IT director manages authentication for yet another vendor.
There's a better way. If your firm already runs Microsoft 365, your practice management should live there too.
The MatterX Platform
Practice management, billing, trust accounting, and financial operations built on Microsoft Dynamics 365 Business Central. The foundation for modern legal firms.
Enterprise client relationship management and complex matter workflows built on Microsoft Dynamics 365 Sales. For large firms with sophisticated CRM requirements.
Most firms start with Legal Finance. It's faster to deploy, easier to support, and delivers immediate ROI. Legal Connect is available for firms with enterprise-scale CRM needs.
Microsoft-native Legal Practice Management
Built on Microsoft. Not bolted to it.
MatterX Legal Finance isn't another platform that "integrates" with Microsoft through problematic APIs. It IS Microsoft—running natively on Dynamics 365 Business Central within your existing Microsoft 365 environment.
- Single sign-on through Microsoft Entra ID
- Your data in your Microsoft tenant—not a third-party database
- Native Power BI analytics, Power Automate workflows, SharePoint connectivity
- AI capabilities through Microsoft Copilot—no separate subscriptions
Real accounting built in. Not bolted on.
Most legal practice management systems treat accounting as an afterthought. MatterX Legal Finance delivers Microsoft Dynamics 365 Business Central—the same enterprise ERP trusted by global organisations—pre-configured for legal.
- NSW Law Society-certified trust accounting
- Multi-currency, unlimited dimensions, consolidation reporting
- AI-assisted bank reconciliation and cash flow forecasting
- Audit trails and compliance controls from day one
Your documents. In SharePoint. Connected to everything.
Forget expensive third-party document management systems. MatterX Legal Finance creates matter-organised document libraries directly in SharePoint when matters are created in Business Central—complete with client and matter metadata, full-text search, and all the SharePoint and OneDrive capabilities your team already knows.
- Automatic matter folder creation with Document Set structure
- Client and matter metadata tagged to every file
- OneDrive sync for offline access and desktop integration
- No separate DMS license fees—use SharePoint you already have
Know your costs. Own your data. Leave whenever you want.
Legal tech has a dirty secret: advertised prices rarely reflect true cost. Vendors hide per-user multipliers, integration fees, and feature paywalls. Some charge thousands to export your own data.
- Fixed implementation costs agreed upfront—no surprises
- Month-to-month contract options available
- Complete data export in standard Microsoft formats—free, anytime
- Transparent pricing calculator—no "contact sales" games
Two ways to run MatterX Legal Finance
Every firm is different. Some want full Microsoft consolidation. Others want to keep their existing accounting. MatterX Legal Finance supports both.
For firms wanting one Microsoft ecosystem
Everything in Microsoft: practice management, trust accounting, enterprise finance, documents, AI—all natively on Dynamics 365 Business Central and Microsoft 365.
Best for:
Mid-market firms (15-75 lawyers), growth-focused practices, firms consolidating vendors
For small firms who love their Xero
Keep Xero for general accounting and bank feeds. Add MatterX Legal Finance for matters, time, billing, and NSW-certified trust accounting. Everything syncs automatically.
Best for:
Small firms (1-15 lawyers), established Xero workflows, external accountant relationships
Not sure which option? Most small firms start with Xero. You can migrate to full Business Central later as you grow.
How MatterX Legal Finance compares
| Capability | MatterX Legal Finance | Typical Legal Tech |
|---|---|---|
| Platform Foundation | Microsoft Dynamics 365 | Proprietary vendor platform |
| Microsoft Integration | Native (built on Microsoft) | API connections, sync delays |
| Trust Accounting | NSW Law Society certified | Varies by vendor |
| Document Management | SharePoint (included with M365) | Separate DMS license required |
| Contract Terms | Month-to-month available | 1-3 year mandatory |
| Data Export | Standard formats, free anytime | Proprietary formats, fees up to $4,000 |
| Implementation | 2-6 weeks typical | 2-12 months |
Law firms using MatterX
"MatterX is a true partner in our business – the platform and their responsiveness and proactive support has been key to driving the financial success of the practice."
"Since adopting MatterX, compliance audits have been significantly smoother. When auditors see it's built inside Microsoft, the questions stop. That level of trust and security is invaluable."
"MatterX's deep knowledge of Microsoft Dynamics 365 revolutionised our client management approach."
One Microsoft ecosystem. Complete practice management.
Your team already works in Microsoft. Now your practice management does too.
Collaborate on matters without leaving Teams
Native email and calendar—no sync failures
Document management with automatic matter folders
Desktop sync and offline access to matter documents
Unlimited financial analytics and reporting
Workflow automation without developer costs
Custom applications for your practice
AI assistance for drafting, research, summaries
Single sign-on, unified security