Billing & revenue built for how legal actually works
WIP tracking, flexible billing arrangements, automated invoicing, and revenue analytics on Microsoft's enterprise platform. Not basic invoicing dressed up as billing software.
Trusted by Australian and New Zealand law firms
Aptum Legal
23LEGAL
Sierra Legal
Harmos Horton Lusk
Inspire Legal
BM Resolve LawyersWhy most legal billing software creates more problems than it solves
Legal billing is complex. Fixed fees, contingency arrangements, capped matters, installment plans, write-offs, trust transfers—every matter has its own billing story. Yet most legal practice management systems treat billing as an afterthought.
The result? Partners spend hours manually adjusting invoices in Word. Finance teams reconcile differences between the billing system and the accounting system. Revenue reporting is always estimates, never actuals. Critical billing data lives in spreadsheets because the system can't handle the complexity.
Limited billing arrangement support
Fixed fees require workarounds. Contingency matters need manual tracking
WIP tracking disconnected from billing
Time entry, WIP, and invoicing feel like separate systems
Invoice generation requires extensive manual work
Templates are rigid. Customization means editing in Word after export
Revenue reporting is estimates, not actuals
WIP reports show what might be billed. Actual revenue requires separate systems
No integration with serious sales analytics
Partner performance, practice area profitability—all manual analysis
Trust transfers and disbursements are clunky
Applying trust money to invoices feels like accounting gymnastics
The result? Your billing cycle stretches from days to weeks. Revenue recognition is always delayed. Partners avoid billing complex matters because the system makes it painful. Your firm is leaving revenue on the table.
Billing that works how lawyers work
Law firms using MatterX
"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."
"Since adopting MatterX, compliance audits have been significantly smoother. When auditors see it's built inside Microsoft, the questions stop. That level of trust and security is invaluable."
"MatterX's deep knowledge of Microsoft Dynamics 365 revolutionised our client management approach."
Microsoft Dynamics 365: Enterprise billing for complex legal work
MatterX delivers billing on Microsoft Dynamics 365 Business Central—the same sales order management system trusted by 50,000+ companies globally. We configure it with legal-specific workflows: WIP capture, matter-based billing arrangements, trust integration, disbursement recovery.
The result: billing software that handles your most complex matters without workarounds. Fixed fees with scope variations. Contingency matters with interim charges. Capped arrangements with transparent tracking. Installment billing with automated scheduling. All supported natively, not bolted on.
Complete WIP Workflow
- Time and disbursement capture at point of work
- Real-time WIP balances by matter, client, partner
- WIP aging analysis and recovery metrics
- Write-off and adjustment tracking with approvals
- Unbilled disbursement management
Flexible Billing Arrangements
- Hourly billing with automatic rate cards
- Fixed fee matters with variation tracking
- Capped arrangements with threshold alerts
- Contingency billing with milestone triggers
- Installment billing with automated scheduling
- Mixed arrangements (hourly + fixed components)
Complete billing capabilities
Time & Expense Capture
- Native time tracking or third-party integration
- Task-based or timer-based entry options
- Expense and disbursement recording
- Rate card management by partner, level, client
Invoice Generation
- Automated invoice creation from WIP
- Flexible invoice templates with Word/Excel integration
- Batch invoicing for efficiency
- Draft review and approval workflows
- Client-specific formatting and detail levels
Invoice Delivery & Payment
- Email delivery with client portal access
- Print and mail integration
- Online payment links and processing
- Trust payment application workflows
- Payment plan and installment tracking
Accounts Receivable
- Real-time aging reports by client and matter
- Payment allocation and application
- Automated reminder workflows
- Write-off and bad debt management
- Collections reporting and dashboards
Revenue Recognition
- Automatic revenue recognition from invoicing
- Deferred revenue for retainers and fixed fees
- Revenue allocation by partner, practice area, matter type
- Budget vs. actual tracking
Sales Analytics
- Partner billing performance and realisation rates
- Practice area profitability analysis
- Client value analysis and trends
- Native Power BI integration for custom reports
- Real-time dashboards for leadership
Billing integrated with everything that matters
Because MatterX billing runs on Microsoft Dynamics 365 Business Central, it's not a separate billing module—it's the sales order system. Your invoices automatically create general ledger transactions. Revenue recognition happens at posting. Trust applications flow through proper accounting workflows.
Financial Integration
- Invoices automatically post to general ledger
- Revenue recognition synchronized with accounting
- Trust account integration for payment application
- Bank feeds automatically reconcile payments
Matter Integration
- Billing arrangements linked to matter records
- Matter budgets vs. actual billing tracking
- Client and matter-level payment terms
- Document automation for invoice delivery
Ready for billing that handles your most complex matters?
See how MatterX delivers enterprise billing on Microsoft Dynamics 365 Business Central