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FeatureS

Streamline Every Case from Start to Finish

MatterX Legal’s intuitive tools help you manage cases efficiently and precisely, from initial client interactions to final resolution.

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Features Explored

Explore More Capabilities

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Client and Case Management

From initial client intake to matter resolution, streamline every aspect of case management for efficiency and precision.

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Enhanced Client Engagement with AI

Improve client interactions with AI-generated email assistance, meeting summaries, and integrated communication tools.

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Financial Precision and Management

Manage all financial aspects with precision, including trust accounting, billing, and analytics tailored for legal professionals.

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Advanced Insights and Forecasting

Automate complex workflows and streamline repetitive tasks to improve efficiency and productivity.

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Connections

Integrations

MatterX Legal seamlessly integrates with a wide range of powerful tools, including Microsoft 365, Power Platform, SharePoint, InfoTrack, and Xero, to enhance your legal practice’s efficiency and effectiveness.

These integrations enable you to automate workflows, streamline document management, gain valuable insights, and maintain financial precision—all within a unified, secure platform. Discover how MatterX Legal’s integration capabilities can transform your practice by exploring our full suite of integrations.

500K+
Organisations use Dynamics 365 and Power Platform every month
30
Year history of enhancing and redefining CRM and Finance solutions
40K+
Customers use Copilot features in Dynamics 365 or Power Platform
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Testimonials

What Our Customers Say

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MatterX's deep knowledge of Microsoft Dynamics 365 revolutionised our client management approach.

Bilal
BM Resolve Lawyers
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MatterX seamlessly enhanced our workflow, perfectly integrating with Microsoft 365.

Michael
Sierra Legal
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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.

David
Aptum Legal
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