MatterX SharePoint
SharePoint-based legal DMS with professional-grade navigation, search, and matter-centric document management
Why pay for a separate document management system when your firm already owns Microsoft 365? MatterX SharePoint delivers matter-centric navigation, version control, and enterprise search — all on SharePoint infrastructure.
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Smith v. Jones (MAT-2024-0142)
Fraction of the cost of a 3rd party DMS
Built on SharePoint you already pay for
MatterX SharePoint 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
You're paying for a 3rd party DMS AND Microsoft 365. That's two systems.
Your firm pays for SharePoint as part of Microsoft 365. Then you pay again for a separate document management system. Two systems. Two sets of permissions. Two places for documents to hide. And Copilot can't see anything outside SharePoint.
The Solution
MatterX SharePoint makes SharePoint work like a legal DMS
Matter-centric folder structures created automatically. Legal-grade metadata and search. Version control and check-in/check-out. All on SharePoint — visible to Copilot, protected by Microsoft security.
Capabilities
Everything MatterX SharePoint can do for your firm.
Matter Folders
Automatic folder creation when matters open. Consistent structure across all matters based on matter type.
Version Control
Full version history with check-in/check-out. See who changed what and when. Restore previous versions.
Enterprise Search
Find any document across all matters. Search by content, metadata, matter details, or client name.
Security
SharePoint permissions, sensitivity labels, and DLP policies. Matter-level access control.
Legal Metadata
Document types, practice areas, authors, dates — all captured and searchable.
Ethical Walls
Configure access restrictions for conflict matters. Automatic enforcement via SharePoint.
How It Works
Get started with MatterX SharePoint in just a few steps.
Matter Opens
SharePoint folders created automatically
Files Stored
Documents saved to matter structure
Metadata Applied
Legal properties auto-tagged
Search & Access
Find anything instantly
Available Everywhere
Access MatterX SharePoint from any Microsoft surface your team uses.
Works With
See how MatterX SharePoint connects to the rest of the MatterX platform.
See MatterX SharePoint in action
Book a demo and we'll show you exactly how MatterX SharePoint works inside the Microsoft ecosystem your firm already uses.
Book a Demo