Transform Your Legal Practice with MatterX

MatterX for Microsoft Dynamics 365 Business Central Your complete legal finance, trust accounting, and matter management solution.

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MatterX for Microsoft Dynamics 365 Business Central

A Microsoft Finance Solution for Law Firms

Introducing MatterX for Microsoft Dynamics 365 Business Central. Designed specifically for the legal industry, our solution enhances operational efficiency and financial oversight by integrating essential functions such as financial management, matter management, and trust accounting into one seamless system.
Finance and Accounting

Optimise Financial Operations

  • GL, AR, and AP
  • Multi-entities
  • Real-time reporting
  • Budgeting
Client Intake to Payment

Matters and Billing

  • Contact, Client, Vendor Management
  • W.I.P Management
  • Flexible Fixed or Mixed Billing
  • Tasks & Reminders
Certified Trust Accounting

Compliant Trust Accounting

  • Trust Reconciliation and Reporting
  • Trust Receipts
  • Trust Payments
  • Trust Transfers

MatterX puts you on the Microsoft Roadmap

Microsoft is the trusted leader in business applications and low-code solutions.
500K
Organisations use Dynamics 365 and Power Platform every month
40K+
Customers use Copilot features in Dynamics 365 or Power Platform
30
year history of enhancing and redefining CRM and Finance solutions
Integrated Microsoft Ecosystem

Seamless Synergy with Your Trusted Microsoft Tools

Microsoft Outlook
Microsoft Excel
Microsoft Teams
Microsoft Power Automate
Microsoft Power BI
Dynamics 365 Business Central with Outlook

Go from Client Intake to Invoice within the flow of work.

  • Interact with customers and vendors directly from Outlook to accelerate transactions and business decisions.
  • Promptly manage inquiries, service requests, or process payments to accelerate the sales cycle.
  • Get insights into customer history, previous discounts, and more without leaving Outlook.
Dynamics 365 Business Central with Excel

Simplify daily tasks to free more time for strategy.

  • Get up-to-date operational insights as Excel reports, and adapt quickly by customising report layouts as Excel worksheets.
  • Export data from Business Central to Excel for efficient data entry, then publish back to Business Central with business rule validation.
  • Easily analyse transactions using familiar Excel functionality, then share with the team for review and co-authoring.
Dynamics 365 Business Central with Teams

Quickly share details so you can act faster.

  • Make faster decisions by sharing Business Central data within Microsoft Teams conversations and tabs.
  • Look up business contacts from Teams, along with insights, a history of interactions, and related records.
  • Easily edit data and take action without switching apps.
Dynamics 365 Business Central with Power Automate

Supercharge Your Workflow with Power Automate.

  • Tailor approval workflows to meet your firm's unique needs.
  • Automate routine legal and administrative tasks to free up valuable time.
  • Implement automated alerts and reminders to keep your team informed and on track.
Dynamics 365 Business Central with Power BI

Empower Decision-Making with MatterX and Power BI.

  • Visualise Your Firm’s Performance.
  • Tailored Insights for Strategic Decisions
  • Seamless Integration, Streamlined Processes
MatterX and Microsoft Dynamics 365: Reliability, Performance, and Scale

Secure, Seamless, and Compliant - Ready When You Are

Automatic Backups
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Secured by Microsoft
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Performance
Compliance
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ISO 27001
ISO 27017
ISO 27018
SOC Type 2
HIPAA BAA

Blog Posts.

MatterX Achieves Legal Trust Accounting Certification

November 8, 2023
By 
MatterX
Legal Practice Management

Overview of MatterX for IT Professionals: Enhancing Microsoft Solutions for the Legal Industry

March 27, 2023
By 
MatterX
Business Systems

Streamline Your Legal Practice with MatterX

March 27, 2023
By 
MatterX
Business Processes
Experience MatterX in Action Schedule a personalised demo and see how MatterX can revolutionise your legal practice.
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