Break free from proprietary platforms
Tired of paying increasing fees for limited control over your own data? Frustrated by vendor-imposed restrictions and forced upgrades? It's time to own your technology stack with open, Microsoft-native infrastructure.
The vendor lock-in trap
You chose your current legal practice management system years ago. Since then, you've watched as:
Pricing Increases Annually
Per-user fees climb 5-15% yearly. What started affordable now represents a significant operating expense with no escape route.
Your Data is Held Hostage
Export capabilities are limited and deliberately crippled. Migration paths are expensive and painful by design.
Limited Integration Options
APIs are restricted or expensive. Connecting to other tools requires vendor approval and ongoing fees.
Forced Upgrades & Changes
The vendor controls your roadmap. Features you rely on disappear. UI changes disrupt workflows. You have no say.
Customisation Locked Behind Fees
Want to modify a workflow? Add a field? Build a report? Every customisation requires professional services at premium rates.
Single Vendor Dependency
Your entire practice depends on one company's stability, priorities, and goodwill. If they pivot, you're stuck.
The switching cost illusion
Vendors know switching seems painful, so they make it worse. Data exports are incomplete, migration support is minimal, and they count on your fear of disruption to keep you paying indefinitely.
Own your infrastructure with Microsoft
MatterX runs entirely on your Microsoft 365 and Dynamics 365 environment. You control the data, the platform, and the future. No proprietary systems. No vendor lock-in. Just open Microsoft technology.
Your Data, Your Database
All practice data lives in your Microsoft Dynamics 365 environment. Full database access. Export anytime. Zero restrictions.
- • Direct SQL database access
- • Standard Microsoft backup and export tools
- • No data held hostage
- • Complete audit trail ownership
Documents in SharePoint
Matter documents are stored in SharePoint using standard folder structures. Move them anywhere, backup independently, integrate freely.
- • Standard SharePoint document libraries
- • Work with any DMS or backup solution
- • Native Microsoft 365 compliance tools
- • No proprietary document repository
Unlimited Integrations
Power Automate connects to 1,000+ services. Build integrations yourself or use Microsoft's ecosystem. No vendor approval needed.
- • 1,000+ pre-built Power Automate connectors
- • Standard Microsoft APIs everywhere
- • Build custom integrations without vendor involvement
- • No per-integration fees
Open Reporting Platform
Power BI connects directly to your data. Build unlimited custom reports and dashboards without vendor involvement or approval.
- • Direct Power BI data access
- • Unlimited custom dashboards
- • Export to Excel, PDF, PowerPoint
- • No report licensing or vendor fees
Standard Microsoft Licensing
Pay Microsoft directly for platform services. MatterX charges only for our legal practice layer. No bundled pricing or hidden fees.
- • Transparent Microsoft EA or CSP pricing
- • Separate MatterX subscription fee
- • No vendor markup on platform
- • Negotiate Microsoft pricing independently
Microsoft's Roadmap, Not Ours
You get Microsoft's innovation, investment, and stability. AI features, security enhancements, platform improvements—all included automatically.
- • Microsoft Copilot included at platform level
- • Continuous platform improvements
- • Enterprise-grade security updates
- • Global infrastructure investment
The ultimate insurance policy
If you ever decide to leave MatterX, your data remains in your Microsoft environment. You can continue using Dynamics 365 Business Central with another partner, build custom solutions, or migrate to any system that supports standard data formats.
This isn't theoretical. It's contractually guaranteed. Your Microsoft environment, your data, your choice. Always.
Proprietary vs. Microsoft-native
| Aspect | Proprietary Platforms | MatterX (Microsoft-native) |
|---|---|---|
| Data ownership | Vendor's database, limited export | Your Microsoft environment, full access |
| Document storage | Proprietary repository | Standard SharePoint libraries |
| Integrations | Vendor-approved only, often charged per integration | Unlimited via Power Automate (1,000+ connectors) |
| Custom reports | Vendor professional services required | Build unlimited reports in Power BI |
| Platform upgrades | Forced by vendor on their schedule | Microsoft updates, industry standard approach |
| Customisation | Limited, expensive, vendor-dependent | Power Apps, Power Automate, full development access |
| Exit strategy | Painful data migration, often incomplete | Data stays in your Microsoft environment |
| Vendor dependency | Complete—if vendor fails, you're stuck | Minimal—Microsoft platform continues independently |
Switching is easier than you think
We've migrated firms from every major legal practice platform. Data migration is a solved problem—not the insurmountable challenge vendors want you to believe.
Data extraction
We extract your data using vendor exports, API access, or direct database connections where available.
Transformation
Your data is mapped to MatterX structures. We verify accuracy and completeness with your team.
Testing & training
Parallel run with existing system. Your team trains on real data in the new environment.
Cutover
Final data sync and go-live. Your old system can stay in read-only mode as long as needed.
Risk-free evaluation
We offer pilot migrations—bring over a subset of your data to test MatterX without commitment. See your actual matters, clients, and transactions in the new system before making any decisions.
Law 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."
Ready to break free?
See how MatterX delivers enterprise legal practice management without vendor lock-in. Your Microsoft environment, your data, your future.