Core Platform: Dynamics 365 Business CentralBuilt on Microsoft. Not bolted to it.
Every vendor claims Microsoft integration. MatterX is Microsoft technology. Practice management, trust accounting, and legal finance running natively on Dynamics 365 Business Central.
What "Microsoft-native" actually means
Not just integration. Your firm's data stays in your Microsoft tenant.
Your data in YOUR tenant
All data lives in Business Central, inside your own Microsoft tenant, not in a database we control.
Microsoft Entra ID authentication
Single sign-on through your existing Microsoft identity. No extra passwords or identity systems.
Power BI analytics
Build any report you need. No vendor limitations on what you can measure or visualise.
Your own AI
Your data is available to Claude, ChatGPT or Copilot. No data export required.
SharePoint documents
All documents on SharePoint infrastructure you already pay for. No additional DMS licence fees.
Your own automations
Build your own automations with Power Automate. Connect to any system Microsoft supports, which is everything.
Five core modules
Everything a law firm needs, built on enterprise infrastructure.
Legal Finance & Accounting
Financial dimensions, multi-currency, budgets, revenue recognition. The real enterprise GL, not bolted-on bookkeeping.
Trust Accounting
Certified trust accounting. Three-way reconciliation, statutory deposits, controlled money, complete audit trails. Enterprise-grade controls.
Matter Management
Client/matter lifecycle, time entry, diary management, safe custody register. Everything connected to Business Central financials.
Document Management
SharePoint-powered. Automatic matter folder creation, version control, full-text search, granular security.
Billing & Revenue
WIP tracking, multiple billing arrangements, invoice generation, revenue analytics. Connected to trust accounting and general ledger.
Workflows that know who, what and when.
Design a matter workflow once: segments of parallel work, decisions where a person chooses, and triggers that open the next segment when a step completes, a date arrives or a decision is made. Dates key off the matter's own key dates, so when the contract date moves, everything downstream moves with it.
- Built from your checklist, in a conversation with your AI
- Visible on the matter, across the firm
- Nothing falls through: due dates, assignees, gates
See the whole practice.
Dimensions for practice area, office and fee earner. Power BI on the same data. WIP, trust and revenue on the role centre.
Enterprise architecture
Five layers of Microsoft technology. One integrated platform.
MatterX Legal Finance
5 Core Modules
Microsoft Dynamics 365 Business Central
Enterprise ERP
Microsoft Power Platform
Power BI • Power Automate • Power Apps • Copilot
Microsoft 365 Integration
Outlook • Teams • SharePoint • OneDrive • Purview
Microsoft Azure
Security • Compliance • Infrastructure
Two ways to run
Full Microsoft ecosystem or MatterX + Xero. Choose what fits your firm.
Everything in Microsoft
Everything runs natively on Business Central and Microsoft 365. One vendor, one ecosystem, one login.
Best for: Growing and enterprise firms
See Full PlatformMatterX + Xero
Keep Xero for general accounting. Add MatterX for matters, billing, and trust accounting. Invoices and payments flow both ways.
Best for: Small firms with established Xero workflows
Book a DemoKeep Xero if your bookkeeper lives there: invoices go out, payments come back, two-way. Outgrow it and finance moves into Business Central without changing practice systems.