MatterX Legal Connect
Enterprise Client Relationship Management for Large Law Firms
For firms with 15+ lawyers and complex client relationship requirements, Legal Connect delivers enterprise-grade CRM powered by Microsoft Dynamics 365 Sales and Copilot AI.
Legal Connect requires a discovery assessment to ensure fit. Most firms find MatterX Legal Finance meets their needs with faster deployment and lower complexity.
Is Legal Connect Right for Your Firm?
Legal Connect is designed for specific enterprise scenarios. Consider Legal Connect if your firm has:
Scale Requirements
- 15+ lawyers across multiple offices
- Complex matter types requiring advanced workflow automation
- Dedicated business development and client intake teams
- Enterprise reporting and analytics requirements
CRM Complexity
- Sophisticated lead scoring and opportunity management needs
- Multi-stage client intake workflows
- Campaign management and marketing automation
- Conversation intelligence and sentiment analysis requirements
Integration Needs
- LinkedIn Sales Navigator integration
- Advanced Power Platform customisations
- Complex approval workflows
- Enterprise-scale data migration from existing CRM
For Most Firms: Start with Legal Finance
If your firm has fewer than 15 lawyers, or if your primary needs are practice management, billing, and trust accounting, MatterX Legal Finance is the recommended starting point.
Legal Finance includes:
- Contact and client management
- Matter management and workflows
- Time tracking and billing
- NSW-certified trust accounting
- Document management via SharePoint
- Xero integration option
Legal Finance deploys faster, costs less, and handles 90% of what firms actually need.
Explore MatterX Legal FinanceLegal Connect Capabilities
For qualified enterprise deployments
Client and Case Management
- • Lead and opportunity management with visual pipeline
- • AI-driven lead prioritisation and predictive scoring
- • Comprehensive case management with timeline views
- • Contact and relationship management across the firm
- • Automated task management and optimisation
AI-Powered Client Engagement
- • Copilot-assisted email composition and drafting
- • AI-generated meeting summaries and transcriptions
- • Automated follow-ups and deadline management
- • Conversation intelligence with sentiment analysis
- • Communication templates and campaign management
Enterprise Collaboration
- • Microsoft Teams integration with collaboration spaces
- • Shared calendars and scheduling across matters
- • Document sharing with version control
- • Video conferencing integration
- • Centralised communication logs
Data-Driven Insights
- • Power BI integration with custom dashboards
- • AI insights and recommendations
- • Predictive analytics for matter outcomes
- • Real-time pipeline and matter updates
- • Configurable reporting across all dimensions
Enterprise Security
- • Enterprise-grade authentication and encryption
- • Role-based access control
- • GDPR compliance ready
- • ISO certifications
- • Multi-factor authentication
- • Regular security audits
How Legal Connect and Legal Finance Work Together
For enterprise firms, Legal Connect and Legal Finance create a complete legal operations platform:
Dynamics 365 SalesLEGAL CONNECT
- ├── Client Acquisition
- ├── Opportunity Pipeline
- ├── Relationship Management
- ├── Business Development
- ├── Marketing Campaigns
- └── AI Client Insights
Business CentralLEGAL FINANCE
- ├── Matter Management
- ├── Time & Billing
- ├── Trust Accounting
- ├── Financial Operations
- ├── Xero/GL Integration
- └── Document Management
↕️ Unified Data Flow
When a lead converts to a client in Legal Connect, matter and billing records are created in Legal Finance automatically. Your business development team works in Legal Connect; your lawyers and finance team work in Legal Finance.
Implementation Approach
Legal Connect deployments require a structured implementation:
Discovery Assessment (2-4 weeks)
- • Current state analysis
- • Requirements documentation
- • Fit assessment
- • Integration architecture
- • Change management planning
Foundation (6-8 weeks)
- • Core CRM configuration
- • Data migration from existing systems
- • User role and security setup
- • Basic workflow automation
Advanced Capabilities (4-8 weeks)
- • AI and Copilot enablement
- • Power BI dashboard development
- • Advanced workflow automation
- • Integration with Legal Finance
Adoption (Ongoing)
- • User training and enablement
- • Adoption monitoring
- • Continuous improvement
Total implementation: 3-6 months depending on complexity
Common Questions
Do I need Legal Connect to use MatterX?
No. MatterX Legal Finance is a complete, standalone practice management solution. Legal Connect is an optional addition for firms with enterprise CRM requirements that go beyond what Legal Finance provides.
Can I start with Legal Finance and add Legal Connect later?
Yes. Many firms start with Legal Finance for practice management and billing, then add Legal Connect when they're ready for enterprise CRM capabilities. The products are designed to work together.
What size firm is Legal Connect designed for?
Legal Connect is designed for firms with 15+ lawyers, particularly those with dedicated business development teams, complex client intake processes, and sophisticated CRM requirements. Smaller firms typically find Legal Finance meets all their needs.
Why is Legal Finance recommended for most firms?
Legal Finance deploys faster (weeks vs months), costs less, requires less change management, and handles the core workflows most firms need: matters, time, billing, trust, and documents. Legal Connect adds enterprise CRM capabilities that most firms don't require.
What's the difference between contacts in Legal Finance vs Legal Connect?
Legal Finance includes client and contact management sufficient for matter-centric workflows. Legal Connect adds sophisticated lead management, opportunity pipelines, AI scoring, campaign management, and relationship intelligence designed for dedicated business development operations.
Who should use Legal Connect vs Legal Finance?
Legal Connect is designed for firms with 15+ lawyers, particularly those with dedicated business development teams, complex client intake processes, and sophisticated CRM requirements. Smaller firms typically find Legal Finance meets all their needs.
How do the products work together?
For enterprise firms (15+ lawyers):
Legal Finance remains your practice management, billing, and trust accounting foundation. Legal Connect extends this with enterprise CRM capabilities, lead scoring, marketing automation, and Copilot AI assistance.
Next Steps
For enterprise firms (15+ lawyers):
We'll evaluate whether Legal Connect is the right fit for your firm's requirements.
Request Discovery AssessmentFor most firms:
Faster deployment, lower complexity, immediate ROI on practice management and billing.
Explore MatterX Legal FinanceLaw 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."
