Your documents. In SharePoint. Connected to everything.
Forget expensive third-party document management systems. MatterX 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.
No Additional Cost
Use SharePoint and OneDrive you already have. No separate DMS license fees or per-user charges.
Automatic Organization
Matter folders created automatically with Document Set structure when matters open in Business Central.
Native Integration
OneDrive sync, co-authoring, versioning—all the Microsoft 365 collaboration your team already knows.
Document Management Capabilities
Automatic Matter Folders
When you create a matter in Business Central, MatterX automatically creates a corresponding folder structure in SharePoint using Document Sets.
- ✓Document Sets automatically created for each matter
- ✓Client and matter metadata inherited to all documents
- ✓Consistent folder structure across all matters
- ✓Customizable folder templates by practice area
Metadata & Search
Every document automatically tagged with client and matter metadata, enabling powerful search and organization capabilities.
- ✓Client name, matter number, practice area auto-tagged
- ✓Full-text search across all matter documents
- ✓Filter by metadata columns in SharePoint views
- ✓Microsoft Search integration across Microsoft 365
OneDrive Sync
Access matter documents directly from your desktop with OneDrive sync. Work offline and sync automatically when reconnected.
- ✓Desktop sync for Windows and Mac
- ✓Offline access to matter documents
- ✓Drag-and-drop files directly to matter folders
- ✓Open documents in desktop Office applications
Collaboration & Version Control
Full Microsoft 365 collaboration capabilities with versioning, co-authoring, and document approval workflows.
- ✓Real-time co-authoring in Word, Excel, PowerPoint
- ✓Automatic version history and restore
- ✓Check-in/check-out for document control
- ✓Approval workflows with Power Automate
Why SharePoint vs. Traditional DMS?
With SharePoint (MatterX)
- ✓No additional DMS license fees
- ✓Desktop sync via OneDrive (offline access)
- ✓Real-time co-authoring across Office apps
- ✓Native Microsoft Search integration
- ✓Unlimited storage (Microsoft 365 plan)
- ✓Your team already knows how to use it
Traditional Legal DMS
- ✗Additional per-user license fees
- ✗Limited or no offline access
- ✗Check-out required for editing
- ✗Separate search system
- ✗Storage limits and overage fees
- ✗Training required for new users
Ready to simplify your document management?
See how MatterX uses SharePoint to create a powerful legal document management system without the traditional DMS costs.