Graduate to enterprise-grade finance without the complexity
You've outgrown spreadsheets and manual trust accounting. But you're not ready for 12-month implementations. MatterX delivers enterprise capabilities with small-firm simplicity.
Two Ways to Deploy MatterX
MatterX + Xero
Keep your Xero. Add legal practice management.
If your firm already runs on Xero—and your accountant loves it—you don't have to change. MatterX Legal Finance integrates deeply with Xero, giving you:
Legal practice management in MatterX
Matters, time, billing, documents
NSW-certified trust accounting in MatterX
The hard compliance part
General accounting stays in Xero
The familiar part
Automatic sync keeps everything connected
Bidirectional data flow
How the sync works:
Action in MatterX → What happens in Xero
Action in Xero → What happens in MatterX
Why firms choose this option:
- "We already know Xero—we didn't want to learn new accounting software"
- "Our accountant uses Xero for all their clients"
- "We wanted trust accounting compliance without changing everything"
- "If it wasn't for the Xero option, we wouldn't have gone with MatterX"
Best for: Firms with 1-15 lawyers, established Xero workflow, external accountant relationship
Full MatterX Legal Finance (Business Central Accounting)
Complete Microsoft-native practice management + enterprise accounting.
For firms wanting everything in one Microsoft ecosystem—or planning significant growth—MatterX Legal Finance on full Business Central delivers:
Best for: Firms planning growth beyond 15 lawyers, multi-office structures, firms wanting Microsoft ecosystem consolidation
Not Sure Which Option?
Most small firms start with MatterX + Xero. If you outgrow Xero later, migration to full Business Central accounting is straightforward—your matter data, trust accounting, and workflows stay the same.
Talk to Us About Your SituationThe Right Product for Small Firms
MatterX Legal Finance is designed for small firms. It gives you:
- Matter and client management (no separate CRM needed)
- Time tracking and billing
- NSW-certified trust accounting
- Document management via SharePoint
- Xero integration to keep your accounting simple
You don't need MatterX Legal Connect. Legal Connect is enterprise CRM for large firms with dedicated business development teams. Legal Finance includes all the client management small firms need.
We understand small firm realities
You're running a successful practice. Your team knows what they're doing. But your current tools create unnecessary friction:
The small firm challenge:
- •Trust accounting handled manually or in separate software that doesn't talk to your practice management
- •Reconciliation taking hours each month because systems don't integrate
- •Financial reporting means exporting from three systems into Excel
- •Document management scattered across network drives, email attachments, and cloud storage
- •Worried about compliance gaps but can't afford dedicated IT or compliance staff
You don't need more vendors. You need consolidated capability on a platform you trust—without enterprise complexity or enterprise pricing.
Enterprise-grade Microsoft platform, small-firm implementation
NSW Law Society Certified Trust Accounting
Enterprise-grade trust accounting that meets NSW compliance requirements. Integrated with practice management and business accounting—not bolted on.
- Controlled money receipts and payments
- Statutory trust reports automatically generated
- Bank reconciliation with audit trails
- Investment management and interest allocation
Real Business Finance
Microsoft Dynamics 365 Business Central—the same ERP platform used by 40,000+ companies globally. Pre-configured for legal practice.
- Matter-based revenue and WIP tracking
- Multi-dimensional reporting (by lawyer, practice area, client)
- Cash flow forecasting and aged debtors
- Power BI dashboards for financial visibility
Document Management via SharePoint
Use SharePoint—which you already have through Microsoft 365—as your document management system. Automatic matter folder creation with legal-specific workflows.
- Matter folders created automatically
- Document versioning and co-authoring
- OneDrive sync for offline access
- Security aligned with your Microsoft 365 policies
Familiar Microsoft Interface
Your team already knows Outlook, Teams, and Excel. MatterX Legal Finance extends those tools for legal practice—minimal training required.
- Email filing from Outlook (no separate login)
- Time entry in Teams or mobile
- Document collaboration in familiar tools
- Single sign-on with your Microsoft 365 account
Scale Without Migration
MatterX Legal Finance supports firms from 1 to 200+ lawyers on the same platform. Start small, grow confidently—without switching systems when you add lawyers, practice areas, or offices.
Implementation designed for small firms
We understand that you can't afford 6-month projects or dedicate staff full-time to implementation. MatterX Legal Finance implementations for 1-15 lawyer firms typically complete in 2-4 weeks.
Setup and configuration
Data migration and testing
Training and go-live
Because MatterX operates within Microsoft tools your team already uses, training focuses on legal-specific features—not learning an entirely new platform.
Ready to graduate to enterprise-grade finance?
See how small firms consolidate trust accounting, business finance, and document management under Microsoft—without enterprise complexity.