MatterX Legal Finance
by DataChef
Legal practice management built natively on Dynamics 365. Trust accounting, billing, and matters
The only all-in-one legal practice management built natively on Dynamics 365
MatterX Legal Finance isn't integrated with Microsoft — it's built directly on it. Powered by Dynamics 365 Business Central (Forbes Best ERP 2024), MatterX delivers complete practice management within your existing Microsoft tenant. One platform. One sign-on. One vendor relationship.
Why law firms choose MatterX over proprietary legal tech
Every other legal practice management system is a proprietary platform that bolts on Microsoft integration through APIs and sync tools. MatterX is fundamentally different — your data lives in your Microsoft environment, your documents stay in SharePoint, your analytics run through Power BI, and your AI works through Microsoft Copilot. No middleware. No sync delays. No third-party databases.
Complete practice management in a single platform
- Legal finance & accounting — Enterprise-grade general ledger, AP/AR, budgets, multi-currency support, and unlimited reporting dimensions. Pre-configured for legal practice with matter-based cost centres and revenue tracking.
- Trust accounting — NSW Law Society certified. Controlled money receipts, payments, transfers, three-way reconciliation, statutory trust reporting, and complete audit trails.
- Matter management — Full matter lifecycle from intake to archiving. Client and contact management, matter budgeting, task management, safe custody, and conflict checking.
- Time recording & billing — Flexible time entry, multiple billing arrangements (time-based, fixed fee, contingency), WIP tracking, invoice generation, and revenue recognition.
- Document management — SharePoint-powered with automatic matter folder creation, metadata tagging, versioning, co-authoring, and full-text search. No separate DMS licence required.
- CRM & business development — Client relationship management, referral tracking, and business development pipeline — built into your matter management, not bolted on.
MatterX Frontdesk — Outlook, Teams & mobile add-ins
Available with Professional and Enterprise plans, MatterX Frontdesk adds Outlook, Teams, and mobile add-ins that extend your practice management into the tools your team uses every day. File emails to matters, log calls, track meetings, and enter time — without leaving Outlook.
Power Platform extensibility
Build your competitive advantage with Power BI (unlimited dashboards and legal analytics), Power Automate (workflow automation with 1,000+ connectors), Power Apps (custom mobile and client-facing applications), and Microsoft Copilot AI assistance — all included with your Microsoft licensing. No vendor permission required.
No vendor lock-in
Month-to-month contracts available. Complete data export in standard Microsoft formats — free, anytime. Your data lives in your tenant, not ours. If you ever leave, your Microsoft environment stays intact.
Deployment flexibility
Run MatterX on full Business Central for complete Microsoft consolidation, or connect MatterX with Xero for firms wanting to keep their existing general accounting. Scale from solo practitioners to 200+ lawyers on the same platform.
Supported editions: Essentials and Premium editions of Microsoft Dynamics 365 Business Central.