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500K+
Organisations use Dynamics 365 and Power Platform every month
30
Year history of enhancing and redefining CRM and Finance solutions
40K+
Customers use Copilot features in Dynamics 365 or Power Platform
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OUR SOLUTIONS

Legal Connect + Legal Finance:  The Perfect Pairing for Your Legal Practice

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Legal Connect

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Integrated Client and Case Intelligence

MatterX Legal Connect combines CRM and case management into one intuitive platform, giving you a holistic view of your client's journey. It seamlessly integrates client data and case details, empowering you to deliver personalised and efficient legal services every step of the way.

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Streamlined Collaboration with Microsoft 365

Leverage built-in Microsoft 365 integrations to enhance team collaboration. With tools like Teams and Outlook embedded into MatterX Legal Connect, your team can work together more effectively, sharing real-time insights and ensuring that everyone is aligned on case progress.

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AI-Driven Workflow Automation

Transform your legal operations with AI-powered workflow automation. From automating routine tasks to generating insights for more informed decision-making, MatterX Legal Connect helps you reduce manual workload and focus on what truly matters—providing exceptional client service.

Legal Finance

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Precision Financial Management for Legal Professionals

MatterX Legal Finance is designed specifically for the unique financial needs of law firms. It offers precise control over your financial operations, from trust accounting to general ledger management, ensuring that your firm’s finances are always in order and compliant with industry standards.

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Automated Financial Workflows

With MatterX Legal Finance, automate your billing, invoicing, and reconciliation processes to reduce manual effort and errors. The system’s intelligent automation features allow you to focus on strategic financial planning rather than getting bogged down in routine tasks.

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Unified Financial Oversight with Microsoft Integration

Seamlessly integrate with MatterX Legal Connect and Microsoft 365 to unify your firm’s financial and operational data. MatterX Legal Finance provides real-time financial insights and comprehensive reporting tools, empowering you to make informed decisions and maintain financial transparency across your practice.

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Features Explored

Explore More Capabilities

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Client and Case Management

From initial client intake to matter resolution, streamline every aspect of case management for efficiency and precision.

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Enhanced Client Engagement with AI

Improve client interactions with AI-generated email assistance, meeting summaries, and integrated communication tools.

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Financial Precision and Management

Manage all financial aspects with precision, including trust accounting, billing, and analytics tailored for legal professionals.

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Advanced Insights and Forecasting

Automate complex workflows and streamline repetitive tasks to improve efficiency and productivity.

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