Matter management connected to everything else
Client and matter lifecycle management natively integrated with finance, trust accounting, Teams, Outlook, and SharePoint—because practice management shouldn't live in silos.
When matter management connects to finance
Traditional practice management creates data silos. Matter information in one system, billing in another, documents somewhere else, emails scattered across inboxes. Staff waste hours copying information between systems. Reports require manual data consolidation. Errors multiply.
MatterX Legal Finance integrates matter management with finance, trust accounting, document management, and communication tools on a single Microsoft platform. When you update a matter, the information flows to billing automatically. When you log time, it connects to the client record and financial reporting. When you email a client, the context is available to everyone working on the matter.
Complete matter lifecycle management
Client Management
- Unified client database
- Contact management for all client stakeholders
- Client history across all matters
- Client communication preferences
- Client document repository (SharePoint integrated)
Matter Lifecycle
- Matter setup with configurable matter templates
- Matter team assignment and resourcing
- Matter budgets and estimates
- Matter milestones and key dates
- Matter status tracking and workflow
- Matter closure and archiving processes
Time & Expense Tracking
- Time entry and tracking for billable work
- Expense capture with receipt attachment
- Disbursement tracking and recovery
- Time write-up/write-off and discount management
- Resourcing across matters and lawyers
- Utilisation reporting by lawyer and matter
Safe Custody & Archives
- Safe custody register for client documents
- Chain of custody tracking
- Storage location management
- Document retention policies
- Archive management and retrieval
- Destruction scheduling and documentation
Reporting & Analytics
- Matter profitability analysis
- WIP aging and write-off analysis
- Time and expense reporting
- Budget vs. actual analysis
- Client and matter analytics via Power BI
- Custom reporting without vendor involvement
SharePoint Integration
- Matter document libraries with legal workflows
- Document versioning and check-out
- Metadata tagging for matter documents
- Search across all matter documents
- Retention policies aligned with legal requirements