With the increasing prevalence of cyber threats, Sierra Legal recognised that compliance and security needed to be a top priority. However, their previous systems were fragmented, requiring multiple tools to manage legal operations, finance, and compliance.
This lack of centralisation made cybersecurity audits cumbersome — each system required separate risk assessments, creating extra scrutiny, complexity, and compliance burdens when working with large corporate clients.
"When auditors don’t recognise a system, they ask more questions. A bespoke or disconnected system means explaining every security measure from scratch, adding time and uncertainty to theprocess." - Michael Jeffery, Director, Sierra Legal
Sierra Legal switched to MatterX Legal Finance, powered by Microsoft Dynamics 365, fully integrating their financial and compliance systems within their Microsoft 365 ecosystem. This ensured:
End-to-end security within Microsoft → No third-party integrations requiring additional risk assessments
Seamless compliance tracking → Built-in audit logs & reporting
Standardised security controls →Consistent cybersecurity policies across all systems
Reduced audit scrutiny: Auditors immediately recognised Microsoft as a trusted provider, leading to faster, smoother reviews.
Stronger security & control: Mobile device management, multi-factor authentication, and document access are now unified under Microsoft security policies.
Simplified compliance processes: MatterX eliminated the need to manage multiple third-party risk profiles—everything is inside Microsoft.
"When auditors saw that MatterX was within our Microsoft tenancy, the questions stopped. It’s a security standard that IT advisers and auditors already understand, making compliance so much easier" - Michael Jeffery, Sierra Legal
At MatterX, we bridge the gap between Microsoft’s cutting-edge technology and the unique needs of legal professionals. By customising and enhancing Microsoft’s trusted tools, we empower law firms with tailored solutions that streamline operations, enhance client engagement, and drive efficiency. Whether you need to optimise client management, financial processes, or case workflows, MatterX offers innovative solutions to meet your challenges. Discover how MatterX can transform your practice with AI automation—explore our Legal Finance and Legal Connect solutions today.
