MatterX Frontdesk
Unified Outlook add-in that syncs emails, meetings, and calls to matters
Frontdesk brings matter filing to where lawyers already work — Outlook. One add-in, three capabilities. Every communication synced to both Business Central and SharePoint, making your data AI-ready.
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Outlook
MatterX Frontdesk
Re: Contract Review - Smith v. JonesFrom: partner@lawfirm.com.au - 3:42 PM
AI Suggestion
File to: Smith v. Jones (MAT-2024-0142)
MatterX Frontdesk is available in preview. Core functionality is live and being refined based on early adopter feedback. Contact us for preview access.
The Problem
Your lawyers file emails manually — or don't file them at all
Critical communications get lost in personal inboxes. Meeting notes stay in OneNote, disconnected from matters. Call recordings sit in Teams, invisible to your practice management system. Your firm's institutional knowledge leaks away daily.
The Solution
Frontdesk syncs everything — automatically
With a single click in Outlook, emails file to the right matter in Business Central and SharePoint. Meeting transcripts sync automatically. Call recordings attach to matters. Everything becomes searchable, auditable, and AI-consumable.
Capabilities
Everything MatterX Frontdesk can do for your firm.
MailSync
File emails to matters with one click. Thread tracking keeps related emails together. Auto-suggestions based on context.
MeetingSync
Meeting notes and transcripts automatically attached to matters. Calendar events tracked against matter time.
CallSync
Teams call recordings and transcripts filed to matters. Never lose another important phone conversation.
Time Suggestions
Sam (Crew AI) analyses communications and suggests time entries based on meeting duration and content.
SharePoint Filing
Every communication automatically stored in the matter's SharePoint folder for Copilot AI visibility.
Contact Recognition
Automatically identifies clients, opposing counsel, and other contacts from email headers.
How It Works
Get started with MatterX Frontdesk in just a few steps.
Open Email
Select any email in Outlook
Click Sync
Open the MatterX task pane
Select Matter
Choose the matter (or let AI suggest)
Filed
Synced to BC + SharePoint instantly
Available Everywhere
Access MatterX Frontdesk from any Microsoft surface your team uses.
Works With
See how MatterX Frontdesk connects to the rest of the MatterX platform.
Crew AI
Filed communications become available to Crew agents. Sam suggests time entries from meeting transcripts.
Learn moreSharePoint
All communications stored in matter SharePoint folders with version history and search.
Learn moreDot to Dot
Trigger workflow steps based on incoming communications or client responses.
Learn moreSee MatterX Frontdesk in action
Book a demo and we'll show you exactly how MatterX Frontdesk works inside the Microsoft ecosystem your firm already uses.
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