MatterX

MatterX specialises in providing innovative Microsoft-based Finance, Matter Management, and CRM solutions tailored specifically for law firms. Leveraging the robust capabilities of the Microsoft Suite, our comprehensive suite of products helps legal professionals streamline their operations, enhance client management, and seamlessly adopt emerging technologies.

Our solutions are designed to meet the unique needs of the legal industry. MatterX Legal Finance for Microsoft Dynamics 365 Business Central offers advanced financial oversight, matter management, and certified legal trust accounting, ensuring compliance and efficiency in your financial operations.

Integration helps legal businesses adapt faster, work smarter, and perform better by leveraging Business Central alongside Power BI for actionable insights, SharePoint for structured document management, and the Power Platform for automated processes and customised workflows.

MatterX extends the productivity of Microsoft Office 365 and the business intelligence of the Microsoft Power Platform, all backed by the security and scalability of Microsoft Azure. We support law firms in capturing every opportunity from client intake to payment and relationship management. With our flexible deployment options and innovative solutions, law firms can confidently transition to modern, cloud-connected tools and adapt quickly to new business models.

Leveraging AI and Copilot Technology

In line with current technological advancements, MatterX surfaces AI and Copilot functionalities through its extensions, empowering law firms to leverage these cutting-edge tools. Copilot in Dynamics 365 Business Central assists in automating repetitive tasks, generating insightful analytics, and enhancing decision-making processes. This integration allows finance and legal professionals to focus more on strategic activities by automating mundane tasks and streamlining complex workflows​.

Experience the power of Microsoft technology with MatterX to elevate your firm's productivity and client service. Visit our website to learn more about our solutions and how we can help your legal practice thrive in the modern digital landscape​.