Powered by Dynamics 365 Business Central

The Microsoft-native platform for law firms

Practice management, trust accounting, and legal finance — built natively on Dynamics 365 Business Central. Extend with document automation, AI agents, and productivity tools. For Australian and New Zealand law firms.

Business Central

MatterX Legal Finance

Dynamics 365 Business Central

Smith v. Jones

Commercial Litigation

$12,450

Active

Estate of Williams

Wills & Estates

$4,200

Active

ABC Pty Ltd Purchase

Conveyancing

$8,750

Review

OutlookMatterX Frontdesk

File to Matter

Smith v. Jones

Filed successfully
Copilot

"Create a new matter for Johnson property purchase"

Max is working...

NSW Law Society Certified
Powered by Dynamics 365
Forbes Best ERP 2024
ISO 27001 & SOC 2

Your firm runs on Microsoft.Your legal software should too.

Disconnected systems

Your practice management, DMS, email, and accounting all live in separate worlds.

Vendor lock-in

Proprietary platforms trap your data. You pay more every year for less.

AI that can't see your data

If your documents aren't in Microsoft, Copilot can't help you.

MatterX solves all three.

Core Platform

MatterX Legal Finance

Powered by DataChef

Practice management, billing, trust accounting, and financial reporting — running natively inside Dynamics 365 Business Central. The enterprise foundation everything else builds on.

Practice ManagementTrust AccountingBilling & InvoicingFinancial ReportingMatter ManagementXero Compatible

Also works with Xero for firms keeping existing accounting workflows.

Available now. Month-to-month. No lock-in.

Business Central

MatterX Legal Finance

Dynamics 365 Business Central

WIP

$142k

+12% this month

Trust

$1.8M

Reconciled

Revenue

$89k

$23k pending

Active Matters

Smith v. Jones

Commercial Litigation

WIP $12,450

Trust $45,000

Estate of Williams

Wills & Estates

WIP $4,200

Trust $120,000

ABC Pty Ltd

Conveyancing

WIP $8,750

Trust $285,000

Extend with intelligent productivity tools

MatterX Legal Finance handles the core. The productivity suite handles everything else.

Communications HubPreview

MatterX Frontdesk

Powered by DataChef

Every email, meeting, and call — synced to your matters automatically. One Outlook add-in. Three capabilities.

MailSyncMeetingSyncCallSync
Learn more

Outlook

MatterX Frontdesk

Re: Contract Review - Smith v. Jones

From: partner@lawfirm.com.au

Meeting synced: Client Call 2:00 PM
Call transcript ready for review
Contract AutomationComing 2026

MatterX Contra

Powered by DataChef

Generate any contract from matter data, templates, or guided interviews. Five channels — BC, Copilot, Word, SharePoint, and the web.

BC NativeCopilotWord Add-inSharePointWeb Forms
Learn more

Contra

Contract Wizard

Template Selected

Letter of Demand - General

Client NameAuto-filled
John Smith
Amount OwingFrom Matter
$15,450.00
AI EmployeesPreview

MatterX Crew

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AI agents that don't just chat — they take action inside Business Central. Eight specialist digital employees.

FiaTruAmyMaxLexDomRioSam
Learn more

Crew AI

Copilot Integration

You

"Create a new matter for Sarah Williams, property purchase at 42 Ocean Drive"

F

I've created matter WIL-2024-0042:

• Client: Sarah Williams

• Type: Conveyancing - Purchase

• Property: 42 Ocean Drive

• SharePoint folder created

Document ManagementComing 2026

MatterX SharePoint

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Professional-quality document management on SharePoint infrastructure you already pay for.

Matter FoldersVersion ControlSearchSecurity
Learn more

SharePoint

SharePoint DMS

Correspondence
24 items
Contracts
8 items
Letter of Demand v2.docx
Today
Settlement Statement.xlsx
Yesterday
Title Search.pdf
Mar 5

Productivity tools powered by DataChef

Built on the stack you already own

MatterX doesn't replace Microsoft — it completes it. Every product runs natively on Business Central, Microsoft 365, and SharePoint. When Microsoft ships a Copilot update, your firm benefits immediately — no vendor upgrade required.

Business CentralBusiness Central
Outlook
SharePoint
Microsoft Teams
Microsoft Planner
Microsoft Power Platform
Microsoft Word
Microsoft Excel
Entra ID SSO
SharePoint DMS
Copilot native
Power Platform ready
Free Download

Good Minutes

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Good Minutes captures what you work on automatically. AI classifies your time. Xero integration handles invoicing. And when you're ready for practice management, trust accounting, and the full Microsoft ecosystem — MatterX is waiting.

Windows · macOS · Linux — No signup required

Live Demonstration · Model GM-01

Active
On
9:00

Live Activity

Chrome — Fair Work Commission portal

Google Chrome

2m 14s

Fig. 1 — The Instrument in Service

Certified Accurate

See what Microsoft-native practice management looks like

In 30 minutes, we'll show you the full platform running inside the Microsoft ecosystem you already use.

Book a Demo

No commitment required. See the platform in action with your questions answered live.