Sierra Legal’s previous trust accounting system was clunky, manual, and inefficient. Key issues included:
- Complex, multi-step month-end reconciliations
- Reliance on external accountants for parts of the process
- Limited financial visibility & reporting
With their previous setup, trust accounting took up unnecessary time and resources, leading to manual processes that slowed down month-end compliance and billing cycles.
"We used to rely on an external accountant to update records and generate trust receipts. With MatterX, it's so intuitive we handle it all internally now." – Michael Jeffery, Sierra Legal
By implementing MatterX Legal Finance, Sierra Legal automated their financial operations, making legal accounting more streamlined than ever.
- Trust accounting simplified → One-clickmonth-end reconciliations
- Automated billing & reminders →Reduced manual effort
- Custom dashboards → Real-time financial and capacity tracking
- Deep integration with Power BI & Excel→ Instant, custom financial reports
- Eliminated external accounting reliance →Trust compliance is now fully managed in-house.
- Faster, smarter billing cycles →Automated invoice prep & reminders save hours each month.
- Better financial insights → Custom dashboards help track capacity, profitability, & billable hours with ease.
"With our previous system, trust accounting required an external accountant. With MatterX, it’s so easy we handle everything internally now."
Looking to streamline your firm’s financial management? Let’s chat about how MatterX can help.
At MatterX, we bridge the gap between Microsoft’scutting-edge technology and the unique needs of legal professionals. Bycustomising and enhancing Microsoft’s trusted tools, we empower law firms withtailored solutions that streamline operations, enhance client engagement, anddrive efficiency. Whether you need to optimise client management, financialprocesses, or case workflows, MatterX offers innovative solutions to meet yourchallenges. Discover how MatterX can transform your practice with AI automation—exploreour Legal Finance and Legal Connect solutions today.
