MatterX Crew
AI agents that don't just chat — they take action inside Business Central
Eight specialist digital employees powered by Microsoft Copilot. Each agent has a name, a role, and the ability to execute tasks inside your practice management system. Not chatbots — digital employees.
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See MatterX Crew in ActionCrew AI
Microsoft Copilot Integration
"Create a new matter for Sarah Williams, property purchase at 42 Ocean Drive"
Done! Created matter WIL-2024-0042:
Client: Sarah Williams
Type: Conveyancing - Purchase
SharePoint folder ready
MatterX Crew is available in preview. Core functionality is live and being refined based on early adopter feedback. Contact us for preview access.
The Problem
AI chatbots answer questions. Your firm needs AI that does the work.
Most legal AI tools are glorified search engines. They find information but can't act on it. Your lawyers still manually create matters, enter time, generate documents, and update workflows.
The Solution
Crew agents execute tasks — inside your systems
Ask Fia about finances, and she pulls the data from Business Central. Ask Sam about time, and he suggests entries from your calendar. These aren't chatbots — they're digital employees with access to your data and systems.
Capabilities
Everything MatterX Crew can do for your firm.
Fia — Finance
Handles financial queries and reporting. Accesses Business Central financial data. Prepares invoices and billing summaries.
Tru — Trust Accounting
Manages trust account queries. Monitors trust balances and transactions. Ensures compliance with trust accounting rules.
Amy — AML/KYC Compliance
Handles anti-money laundering checks. Manages know-your-customer processes. Monitors compliance requirements.
Max — Matter Management
Creates new matters in Business Central. Checks conflicts. Sets up matter teams and SharePoint folders.
Lex — Contacts & Conflicts
Manages client and contact relationships. Runs conflict checks. Tracks contact history and preferences.
Dom — Documents & DMS
Finds documents in Content Hub. Manages document filing. Searches across all matter documents.
Rio — Reporting & Intelligence
Extracts matter intelligence. Generates reports and analytics. Identifies key dates and deadlines.
Sam — Time & Scheduling
Suggests time entries from calendar and communications. Identifies unbilled time. Manages scheduling.
How It Works
Get started with MatterX Crew in just a few steps.
Ask
Speak naturally to any Crew agent
Understand
Agent accesses BC, SharePoint, and M365
Execute
Agent takes action in your systems
Confirm
Results shown in Copilot chat
Available Everywhere
Access MatterX Crew from any Microsoft surface your team uses.
Works With
See how MatterX Crew connects to the rest of the MatterX platform.
See MatterX Crew in action
Book a demo and we'll show you exactly how MatterX Crew works inside the Microsoft ecosystem your firm already uses.
Book a Demo