MatterX Dot to Dot
Multi-step workflow automation for complex legal processes — PI claims, conveyancing, compliance, and more
Design, deploy, and manage sophisticated legal workflows that span departments, systems, and stakeholders. Transform manual processes into automated, auditable workflows built on Power Automate.
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See MatterX Dot to Dot in ActionDot to Dot
New Matter Onboarding
Matter Created
Conflict Check
Client Intake
In progress - Assigned to Sarah
Retainer Signed
Work Commences
MatterX Dot to Dot is currently in development and joining the platform in 2026. Book a demo to learn more about our roadmap and get early access.
The Problem
Manual processes waste time and create risk
Your firm runs on checklists, reminders, and hoping people remember the next step. Tasks fall through cracks. Deadlines get missed. Partners spend time chasing status updates instead of practicing law.
The Solution
Dot to Dot automates matter progression
Define your processes once. Dot to Dot handles task assignment, deadline tracking, escalations, and notifications. Every step logged. Every handoff automatic. Every deadline monitored.
Capabilities
Everything MatterX Dot to Dot can do for your firm.
Visual Workflow Designer
Drag-and-drop interface for creating complex workflows without code. Conditional branches and parallel paths.
Event-Driven Triggers
Automatically initiate workflows based on matter events, document uploads, or deadline approaches.
SLA & Deadline Management
Built-in deadline tracking with automatic escalations. Never miss critical deadlines with proactive alerts.
Approval Workflows
Configure multi-level approval chains with delegation rules. Sequential, parallel, and conditional approvals.
Process Analytics
Real-time visibility into workflow performance. Identify bottlenecks and optimise processes.
Role-Based Routing
Intelligent task routing based on roles, workload, expertise, and availability.
How It Works
Get started with MatterX Dot to Dot in just a few steps.
Design
Build workflow in visual designer
Trigger
Matter event starts the workflow
Execute
Tasks assigned automatically
Monitor
Track progress in real-time
Available Everywhere
Access MatterX Dot to Dot from any Microsoft surface your team uses.
Works With
See how MatterX Dot to Dot connects to the rest of the MatterX platform.
Contra
Auto-generate contracts at specific workflow steps. Demand letters, settlement statements triggered automatically.
Learn moreFrontdesk
Trigger workflow steps based on incoming communications or client responses.
Learn moreCrew AI
AI agents can participate in workflows — researching, drafting, and recommending actions.
Learn moreSee MatterX Dot to Dot in action
Book a demo and we'll show you exactly how MatterX Dot to Dot works inside the Microsoft ecosystem your firm already uses.
Book a Demo