Streamline your legal practice with integrated, AI powered solutions.
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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.
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.
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.
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.
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.
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.
MatterX Legal seamlessly integrates with a wide range of powerful tools, including Microsoft 365, Power Platform, SharePoint, InfoTrack, and Xero, to enhance your legal practice’s efficiency and effectiveness.
These integrations enable you to automate workflows, streamline document management, gain valuable insights, and maintain financial precision—all within a unified, secure platform. Discover how MatterX Legal’s integration capabilities can transform your practice by exploring our full suite of integrations.
From initial client intake to matter resolution, streamline every aspect of case management for efficiency and precision.
Improve client interactions with AI-generated email assistance, meeting summaries, and integrated communication tools.
Manage all financial aspects with precision, including trust accounting, billing, and analytics tailored for legal professionals.
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Automate complex workflows and streamline repetitive tasks to improve efficiency and productivity.
MatterX's deep knowledge of Microsoft Dynamics 365 revolutionised our client management approach.
MatterX seamlessly enhanced our workflow, perfectly integrating with Microsoft 365.
MatterX is a true partner in our business – the platform and their responsiveness and proactive support has been key to driving the financial success of the practice.
