Their AI, or yours?
Every practice system now sells its own assistant. MatterX connects the one you already use to your matters, documents, time, billing and trust accounting, inside your own Microsoft 365. Nearly 500 tools. Same identity, same permissions, nothing leaves your tenant.
Your AI follows your firm's process. Workflows and templates keep it on track, and you decide what it can see and do.
Nearly 500 tools across the practice. Runs as the user, with their permissions, audited.
Claude completed: Done. Contract review is due Friday, assigned to Priya. The thread is filed and the time is on the matter.The first thing every firm asks: is it safe, and can I check it?
Runs as the person using it
The assistant acts under that user's own Microsoft identity and Business Central permissions. If Priya cannot see a trust ledger, neither can her AI.
You choose what it can reach
Enable or disable areas of the practice (time, billing, trust, workflow authoring and so on) per connection. Turn off anything you are not ready for.
Every action is logged
Each tool call is recorded with who, what and when, so you can audit what the AI did, not just what it said.
Your data stays in your tenant
The Intelligence Layer connects your assistant to Business Central and SharePoint inside your Microsoft 365. Registration details sit with DataChef; your matters, documents and email do not.
What you send to Claude, ChatGPT or Copilot is governed by your own agreement with that provider. MatterX does not add an AI of its own in between.
Admin, mostly. The work that fills a lawyer's day and nobody bills for.
Intake
“Create an enquiry from this email and run the conflict check.”
Matters from email
“Open a matter for the Harrington purchase from this thread and file it.”
Time
“Record 0.3 on CONV-2026-0418 for the call I just had, and show me what I haven't entered today.”
File notes
“Summarise this call into a file note on the matter.”
Precedents
“Turn our settlement letter into a template and map the fields from the matter.”
Chasing
“Which matters are waiting on documents from the client for more than a week? Draft the follow-ups.”
Fourteen areas it can work in
- matters
- workflow execution
- workflow authoring
- templates and documents
- fees and rates
- billing and invoicing
- finance ledger
- budgets and estimates
- time
- people and resources
- trust
- enquiries and CRM
- reference data
- platform and Xero
Whichever one you already pay for. Change your mind later.
Claude
Connect from Claude's desktop or web app. Firms using Claude for drafting keep drafting there and now reach the matter, the time sheet and the file notes from the same window.
ChatGPT
Connect from ChatGPT. Same tools, same permissions.
Microsoft Copilot
Already in your tenant on your own subscription. Copilot reads and acts under the same identity and permissions as the user, and can reach MatterX the same way.
Other assistants that support open connectors work too. Ask us.
“We don't want to use your AI. There's better AIs out there. That was part of the reason we chose MatterX.”
“If Claude can connect directly to the matter management software, that'll be game changing.”
Bring your own AI to a real matter.
In thirty minutes we connect your assistant to a demo firm and let you ask it anything.
Book a demo