For mid-market firms ready to consolidate under Microsoft
15-75 lawyers. Running Microsoft 365. Tired of vendor fragmentation, integration failures, and surprise price increases. Ready for practice management that lives where your team already works.
We understand mid-market challenges
You're past the stage where basic practice management suffices. You need enterprise-grade financial capabilities, but you don't have the budget or appetite for 12-month implementations and six-figure consulting fees.
The mid-market squeeze:
- You've outgrown simple tools but can't justify enterprise complexity
- Your current vendor's "enterprise features" cost extra per user—and still can't match real ERP capabilities
- You're managing 4-6 separate vendors for practice management, accounting, document management, and analytics
- Your IT director spends hours troubleshooting calendar sync and email plugin failures
- Your CFO supplements the vendor's basic accounting with Xero or MYOB
- Your finance team exports everything to Excel because the vendor's reports can't be customised
Meanwhile, your Microsoft 365 investment sits underutilised. You're paying for Power BI, Power Automate, SharePoint, Teams—but your practice management vendor can't leverage any of it.
Microsoft-native practice management for mid-market firms
MatterX delivers enterprise capabilities on the Microsoft platform you already run—without enterprise complexity or enterprise pricing.
Consolidation, Not Fragmentation
Replace multiple vendors with a single Microsoft-native platform. Practice management, enterprise finance, trust accounting, document management (via SharePoint), analytics (via Power BI)—all within your Microsoft ecosystem.
- 4-6 vendors → 1 Microsoft platform
- Multiple logins → Single sign-on
- Integration failures → Native connectivity
- Vendor management overhead → Unified support
Enterprise Finance, Legal Optimised
Dynamics 365 Business Central provides ERP capabilities your current vendor can't match—unlimited dimensions, multi-company, consolidation, intercompany—pre-configured for legal practice.
- Multi-office financial consolidation
- Partner compensation analysis
- Unlimited reporting dimensions
- AI-assisted forecasting and reconciliation
Familiar Interface, Minimal Training
Your team knows Outlook, Teams, Excel. MatterX operates within those tools using the same Microsoft experience. Implementation in weeks, not months—because you're not learning a new platform.
- No separate practice management login
- Email and calendar that actually work
- Document management in SharePoint
- Custom analytics in Power BI
Scale Without Migration
MatterX supports your growth from 15 to 150+ lawyers without platform migration. Enterprise foundation means you won't outgrow the system as you add practice areas, offices, or lawyers.
- Multi-office support built-in
- Unlimited user scalability
- Add practice areas without re-implementation
- Same platform from 15 to 200+ lawyers
Transparent Costs
No per-user multipliers across practice management, accounting, document management, and analytics. Leverage your existing Microsoft 365 investment. Fixed implementation costs agreed upfront.
What mid-market firms achieve with MatterX
Vendors consolidated to Microsoft ecosystem
Implementation vs. 3-12 months for alternatives
Financial visibility vs. manual monthly consolidation
Growing Into Enterprise Capabilities
MatterX Legal Finance handles everything mid-size firms need for practice management, billing, and trust accounting.
As your firm grows, you may eventually need enterprise CRM capabilities:
- Dedicated business development operations
- Sophisticated lead scoring and pipelines
- Marketing campaign management
- Conversation intelligence
When you reach that scale (typically 15+ lawyers with dedicated BD teams), MatterX Legal Connect extends your platform with enterprise CRM built on Dynamics 365 Sales.
For now:
Focus on Legal Finance. It's the foundation that grows with you.
Learn about Legal Connect for future planning →Ready to consolidate your mid-market firm under Microsoft?
See how 15-75 lawyer firms eliminate vendor fragmentation and leverage their Microsoft 365 investment.