MatterX Platform
Practice management, trust accounting, and legal finance on Dynamics 365 Business Central — extended with document automation, AI agents, and productivity tools.
One ecosystem. One login. One partner.
See how data flows through the MatterX platform — from matter creation in Business Central to AI-powered intelligence via Copilot.
Matter Created
New matter created in Business Central
Folders Generated
SharePoint folders auto-created by MatterX SharePoint
Emails Filed
Communications synced via Frontdesk
Contracts Generated
Templates populated by Contra
AI Consumes Everything
Crew agents access all data via Copilot
Matter Created
New matter created in Business Central
Folders Generated
SharePoint folders auto-created by MatterX SharePoint
Emails Filed
Communications synced via Frontdesk
Contracts Generated
Templates populated by Contra
AI Consumes Everything
Crew agents access all data via Copilot
The Complete Product Suite
Seven products designed to work together — covering every channel your lawyers use.
Contracts
Contra
Multi-channel contract generation with guided interviews and matter data auto-fill. Generate from BC, Copilot, Word, SharePoint, or the web.
Fresh Press
200+ jurisdiction-specific templates for Queensland courts, Federal Court, Family Law, and more. Always maintained. Always up to date.
Word Up
AI-assisted document quality checking embedded in Microsoft Word. Catch cross-reference errors before they become legal risks.
SharePoint
Professional-quality document management on SharePoint. Matter-centric navigation, version control, and enterprise search.
Why Microsoft-native matters
Being built on Microsoft isn't just a technical choice — it's a strategic advantage for your firm.
Security you inherit
Entra ID, Conditional Access, DLP, sensitivity labels — enterprise security from day one. No separate identity system. No additional audit scope.
AI that actually works
Copilot sees everything in SharePoint and Business Central. Proprietary DMS creates an AI blind spot. Your documents stay visible to the intelligence that matters.
Investment that compounds
Every Microsoft update — Copilot improvements, SharePoint features, BC enhancements — flows to your firm automatically. No vendor dependency for innovation.
Powered by Microsoft Dynamics 365 Business Central
Business Central is the trusted practice management and billing engine at the heart of the platform. It handles matters, time recording, billing, and trust accounting natively within the Microsoft ecosystem.
MatterX's productivity and intelligence tools extend Business Central — creating a complete platform that's greater than the sum of its parts.
Business CentralMicrosoft Dynamics 365 Platform
MatterX Productivity Suite
Sync • Contra • Crew • Content Hub • Workflow Engine
Practice Management
Matters • Time • Billing • Trust • Reporting
Microsoft Business Central
ERP • Financials • APIs • Platform
Business Central InsideThe Platform Is Growing
MatterX Legal Finance is live today. The productivity suite is expanding throughout 2026 — with new tools for document automation, workflow management, and more.
Now
Live and ready
Legal Finance
Practice management & trust accounting
Preview
Early adopter testing
Frontdesk
Email, meeting & call sync
Crew
AI digital employees
2026
In development
SharePoint
SharePoint DMS
Contra
Document automation
Dot to Dot
Workflow automation
Word Up
Document quality
Fresh Press
Template library
Want early access to preview products? Book a demo and ask about our early adopter programme.
Request Early AccessSee the complete platform in action
In 30 minutes, we'll walk through every product in the MatterX suite — running live inside the Microsoft ecosystem.