Empower your firm with end-to-end matter management and financial precision. MatterX Legal offers a comprehensive, AI-powered solution that seamlessly integrates client relationship management, financial precision, and advanced collaboration tools, transforming your legal practice with unparalleled efficiency.
Trusted by Industry Leaders: Our strong partnerships ensure MatterX delivers the reliable and effective services your legal practice needs.
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Identify potential clients, track leads, and make initial contacts to lay the foundation for successful legal engagement.
Create and manage targeted marketing campaigns to improve business development efforts.
Track and manage potential clients through an intuitive interface.
Compose professional emails with AI-generated suggestions to enhance communication.
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Focus on core legal work, including case management and ongoing communication, to ensure successful outcomes.
Centralise case information and display activities in a chronological timeline for comprehensive oversight.
Define task sequences and automate assignments for efficient workflows.
Store all matter-related documents centrally for easy access and compliance.
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Manage financials, track billable hours, and handle trust accounts with precision to ensure client satisfaction.
Efficiently record time and streamline billing from work in progress to payment.
Manage trust accounts with confidence, ensuring compliance with legal requirements.
Follow-up on unpaid invoices and track matter financials to formally close a case.
From initial client intake to matter resolution, streamline every aspect of case management for efficiency and precision.
Improve client interactions with AI-generated email assistance, meeting summaries, and integrated communication tools.
Manage all financial aspects with precision, including trust accounting, billing, and analytics tailored for legal professionals.
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Automate complex workflows and streamline repetitive tasks to improve efficiency and productivity.
MatterX's deep knowledge of Microsoft Dynamics 365 revolutionised our client management approach.
MatterX seamlessly enhanced our workflow, perfectly integrating with Microsoft 365.
MatterX is a true partner in our business – the platform and their responsiveness and proactive support has been key to driving the financial success of the practice.
