Native Microsoft Platform
Native Microsoft. Not integrated with Microsoft.
When we say Microsoft-native, we mean it. MatterX runs on Microsoft Dynamics 365 Business Central within your Microsoft 365 tenant—not as an external platform with API connections that fail.
Integration vs. foundation—why it matters
Every legal tech vendor claims Microsoft integration. What they actually mean:
- •Calendar sync that takes up to 24 hours and sometimes fails entirely
- •Email plugins that require manual copying and don't capture full conversation history
- •Document storage that's "basic uploading, akin to a built-in Dropbox"
- •Separate authentication requiring staff to manage another password
- •Data residing in the vendor's database, not your Microsoft tenant
MatterX is fundamentally different. We're not integrated WITH Microsoft—we ARE Microsoft technology.
What Microsoft-native actually means
| Aspect | API Integration (Competitors) | Native Platform (MatterX) |
|---|---|---|
| Data Location | Vendor's database | Your Microsoft tenant |
| Authentication | Separate login | Microsoft Entra ID (same SSO) |
| Documents | Separate storage or basic upload | Native SharePoint |
| Analytics | Vendor reports, export to Excel | Native Power BI |
| Automation | Request vendor to build features | Power Automate (self-service) |
| Custom Apps | Not possible | Power Apps on your data |
| AI | Third-party or separate subscription | Microsoft Copilot (native) |
| Security | Vendor's security model | Microsoft 365 security |
Native integrations
SharePoint
Document management with legal workflows
- Automatic matter document libraries
- Document versioning and co-authoring
- Check-in/check-out controls
- Metadata and matter tagging
- Enterprise search across documents
- Retention policies for legal requirements
Power BI
Analytics and reporting without limits
- Pre-built legal finance dashboards
- Custom reports without vendor
- Real-time financial visibility
- Embed reports in Teams or SharePoint
- Mobile access to firm analytics
- Scheduled report distribution
Power Automate
Workflow automation you control
- Client intake automation
- Matter opening workflows
- Approval processes for billing
- Document routing and notifications
- Integration with external systems
- No vendor dependency for changes
Power Apps
Custom applications on your legal data
- Mobile time entry applications
- Client portal extensions
- Custom intake forms
- Practice area-specific apps
- No developer fees for many scenarios
Microsoft Entra ID
Identity and access management
- Single sign-on (same as M365)
- Multi-factor authentication
- Conditional access policies
- Role-based access aligned with M365
- No separate user management
Microsoft Copilot
AI assistance across the platform
- Chat with your legal finance data
- AI-assisted bank reconciliation
- Cash flow forecasting
- Late payment prediction
- Analysis assistance
Microsoft Purview
Compliance and data governance
- Data classification for legal documents
- Information protection policies
- Data loss prevention
- Compliance reporting
Experience true Microsoft-native integration
See how MatterX delivers seamless integration across the entire Microsoft ecosystem—no APIs, no sync delays, no separate logins.