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MatterX Legal Finance

MatterX Legal Finance Overview

Built directly on Microsoft Dynamics 365 Business Central. Not bolted on, not integrated - truly native.

Trusted by Australian and New Zealand law firms

Aptum Legal logo
23LEGAL logo
Sierra Legal logo
Harmos Horton Lusk logo
Inspire Legal logo
BM Resolve Lawyers logo

Built on Microsoft. Not bolted to it.

Every legal technology vendor claims Microsoft integration. They mean API connections that create sync delays, data silos, and integration failures.

MatterX Legal Finance takes a fundamentally different approach. We're not integrated WITH Microsoft—we ARE Microsoft technology. MatterX Legal Finance runs natively on Microsoft Dynamics 365 Business Central—named Best ERP System 2024 by Forbes Advisor and trusted by over 50,000 companies across 160+ countries.

MatterX built on Microsoft Dynamics 365 and Microsoft 365 ecosystem

What this means for your firm:

  • Your data lives in your Microsoft tenant—not a third-party vendor's database
  • Authentication through Microsoft Entra ID—the same SSO your team already uses
  • Security and compliance managed through the same Microsoft infrastructure as your Microsoft 365 environment
  • Analytics through Power BI, automation through Power Automate, apps through Power Apps—no vendor permission required
  • AI through Microsoft Copilot and AI Agents—not separate subscriptions or third-party AI
  • Document management through SharePoint—no additional DMS licenses
265%
ROI over 3 years
<6
Months payback
12.5%
Productivity improvement

Forrester Total Economic Impact™ Study Results

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."
David
David
Principal
Aptum Legal
Aptum Legal logo
"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."
Michael
Michael
Partner
Sierra Legal
Sierra Legal logo
"MatterX's deep knowledge of Microsoft Dynamics 365 revolutionised our client management approach."
Bilal
Bilal
Managing Director
BM Resolve Lawyers
BM Resolve Lawyers logo

Enterprise foundation. Legal optimisation.

MATTERX LEGAL FINANCE

Legal Finance
Trust Accounting
Matter Management
Document Management
Billing & Revenue

MICROSOFT DYNAMICS 365 BUSINESS CENTRAL

Enterprise ERP • Forbes Best ERP 2024 • 50,000+ Companies Worldwide

MICROSOFT POWER PLATFORM

Power BI Analytics
Power Automate
Power Apps
Copilot & Agents
Dataverse

MICROSOFT 365 INTEGRATION

Outlook Email
Teams Collab
SharePoint DMS
OneDrive Sync
Purview Compliance

MICROSOFT AZURE

Security • Compliance • Global Infrastructure • Reliability

Core platform modules

Legal Finance & Accounting

Enterprise-grade financial management pre-configured for legal practice.

  • • General ledger with unlimited dimensions
  • • Multi-currency & multi-company support
  • • Budgets, consolidation, intercompany postings
  • • Revenue recognition & cost accounting

Trust Accounting

NSW Law Society-certified trust accounting on enterprise-grade foundation.

  • • Trust accounts, receipts, payments, transfers
  • • Three-way reconciliation
  • • AI-assisted bank reconciliation
  • • Complete audit trails & compliance

Matter Management

Complete client and matter lifecycle management.

  • • Client relationship management
  • • Matter setup, budgeting & estimates
  • • Time entry & resourcing
  • • Safe custody & archiving

Document Management

SharePoint-powered legal document management—no additional DMS licenses.

  • • Automatic matter folder creation
  • • Client & matter metadata inherited
  • • OneDrive sync for desktop access
  • • Full-text search & versioning

Billing & Revenue

From work in progress to collected revenue.

  • • WIP tracking & billing workflow
  • • Multiple billing arrangements
  • • Invoice generation & delivery
  • • Sales analytics & revenue reporting

AI & Microsoft Copilot

Intelligent automation built into the platform.

  • • Chat with Copilot for guidance
  • • AI-assisted bank reconciliation
  • • Cash flow forecasting with AI
  • • Payables & Sales Order Agents

Connected by design. Not connected by compromise.

Enterprise security. Legal compliance.

Ready to see MatterX Legal Finance in action?