Your practice, inside your own Microsoft 365.
Run it with the AI you already use.
Matters, email, documents, time, billing and trust accounting work as one system in your tenant. Claude, ChatGPT or Copilot does the admin across all of it. Nothing is filed twice, and nothing leaves your Microsoft 365.
No more dragging emails
Frontdesk files email, meetings and calls to the matter from inside Outlook.
Nothing re-keyed
Business Central underneath, certified trust accounting, two-way Xero.
Yours, not ours
Month to month. Your data is already in your tenant, so there is nothing to extract.
Nearly 500 tools across the practice. Runs as the user, with their permissions, audited.
Claude completed: Done. Contract review is due Friday, assigned to Priya. The thread is filed and the time is on the matter.Trusted by leading Australian and New Zealand law firms
It sits inside our Microsoft tenancy. The cyber auditors had no further questions.
Every practice system now has an AI. The question is whose, and where your data sits.
Filed three times
Email dragged into the practice system, the attachment saved to the DMS, the client typed into accounting. Every day.
Their cloud, their terms
Multi-year contracts, uncapped renewals, and your own data held until you pay to extract it.
AI that only sees their system
Their assistant reads their matters. It cannot see your email, your documents or your ledger, and you cannot swap it for a better one.
MatterX answers all three. It runs inside your own Microsoft 365.
Where it runs
Your matters, documents and email live in your Microsoft tenant. Nothing else holds them.
MatterX is a legal layer on Dynamics 365 Business Central, with add-ins for Outlook and a connector for the AI you choose. Microsoft runs the platform, patches it, secures it and supports it. We build the legal layer.
Business Central
MatterX legal layer. Matters and workflow. Time, billing, trust. Reporting.
SharePoint
Matter folders created automatically. Documents and filed email. Your retention policies.
Outlook
Email, meetings and calls filed to matters from inside Outlook.
Microsoft 365 Copilot
Runs inside your tenant on your own subscription, under the same identity and permissions as the user.
MatterX add-ons
Deployed to Microsoft 365, registered with DataChef. Registration details only, no data.
- Frontdesk
- MatterX Intelligence Layer
Connected services
Your accounts, your agreements.
- XeroTwo-way: invoices out, payments back.
- InfoTrackSearches ordered from the matter, results filed back.
- Other AI assistantsClaude, ChatGPT and the like, if you choose one.
Business Central and Microsoft 365 are Microsoft services, governed by your Microsoft agreement. Platform certifications and compliance are Microsoft's, published at the Microsoft Trust Center.
One product. Six things it does.
Every capability below is MatterX. What differs is where your team uses it.
Matters & workflows
Every matter in one place, with workflows that know who, what and when. Segments, decisions and triggers, with dates that move when the contract date moves.
Learn moreFrontdesk
Every email, meeting and call synced to the right matter from inside Outlook, so the whole file stays together.
Learn moreDocuments & precedents
Author, configure and maintain your precedents, then generate any document from matter data, a template or a guided interview.
Learn moreLegal Finance
Billing, certified trust accounting and financial reporting on a real general ledger, with a two-way Xero sync if your bookkeeper stays in Xero.
Learn moreYour own AI
Point the AI you already use across your matters, documents and email inside your own tenant. Nearly 500 tools, running as the user with their permissions.
Learn moreReporting & insight
See across the whole practice at a glance, with dashboards for the numbers that run the firm.
Learn moreWorkflows and precedents
Describe how your firm works. MatterX builds it.
Every practice system merges a precedent and ticks off a checklist. The hard part is building and maintaining the precedents and workflows themselves. Hand your AI the checklist, the old template or a worked example. It analyses the document, finds the information that changes from matter to matter, builds the workflow and its decision points, sets up the fields, codes the template, tests it on real matters and publishes it. Then it runs the process, with your people deciding at each gate.
Settlement letter · v1
14 fields from the matter · 2 conditional clauses · generated from any matter, Word or SharePoint
Residential purchase (QLD) · workflow template
4 segments · 2 decisions · 11 steps · settlement letter generated at Pre-settlement
Your people decide at each gate. The AI never improvises the process.
From the document you already use
No field list to write. The AI finds what changes from matter to matter and names it.
Tested before it is published
Rendered on real matters first, so a missing field never reaches a client.
Your people decide at the gates
Decisions stay with a named person. The AI never improvises the process.
Your AI follows your firm's process. Workflows and templates keep it on track, and you decide what it can see and do.
The questions firms actually ask before they switch
Not the ones on a feature list. The ones that come up on the second call, when it is getting real.
See your practice running inside your own Microsoft 365.
Thirty minutes. We open a real matter, file a real email, and let your AI do the admin. Bring your questions.
Book a demoMonth to month. Fixed implementation price after discovery. Your data stays in your tenant from day one.