MatterX Legal Connect | Legal CRM Software powered by Microsoft

Features Explored

The Perfect Fusion of CRM and Legal Case Management

Comprehensive Contact Management

Easily manage and access all client contact information in one place. Keep your client records up-to-date with automatic syncing across your systems. Stay on top of client interactions, track communication history, and ensure personalised service that drives client satisfaction and retention.

Lead & Opportunity Management

Efficiently track and nurture potential clients from first contact to conversion. Use AI-driven insights to prioritise leads and focus on the most promising opportunities. Visualise your sales pipeline, forecast revenue, and make informed decisions to grow your practice.

MatterX Legal Connect Lead and Opportunity Management

Case Management

Streamline case management with centralised access to all case-related information. From initial intake to final resolution, manage every aspect of your cases with precision. Use automated workflows to keep your team organised and ensure that no detail is overlooked.

Timeline & Activity Tracking

Maintain a clear view of case progress with a chronological timeline of all matter-related activities. Prioritise tasks, set deadlines, and ensure that your team stays on track. With all activities neatly organised, you’ll always have the insights needed to drive your cases forward.

MatterX Legal Connect Time and Activity Tracking

AI-Enhanced Email Communication

Enhance your client communication with AI-powered email tracking and suggestions. Compose professional emails faster, automate follow-ups, and keep all correspondence in sync with your case management system. This ensures timely, consistent, and effective client engagement.

Features Explored

Powered by Microsoft Dynamics 365: A Platform You Can Trust

Leveraging the strength and flexibility of Microsoft Dynamics 365 to transform your legal practice

Seamless Integration Across the Microsoft Ecosystem

MatterX Legal seamlessly integrates with Microsoft 365 tools like Outlook, Teams, and SharePoint, providing a unified experience that enhances collaboration, communication, and productivity across your entire firm.

Scalable and Customisable Solution

Built on the robust Microsoft Power Platform, MatterX Legal is highly scalable and customisable, ensuring that your practice can adapt to evolving needs without sacrificing performance or security.

Enterprise-Grade Security and Compliance

Benefit from the industry-leading security and compliance standards of Microsoft Dynamics 365, including data encryption, multi-factor authentication, and adherence to global regulations like GDPR and HIPAA.

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Connections

Integrations

MatterX Legal seamlessly integrates with a wide range of powerful tools, including Microsoft 365, Power Platform, SharePoint, InfoTrack, and Xero, to enhance your legal practice’s efficiency and effectiveness.

These integrations enable you to automate workflows, streamline document management, gain valuable insights, and maintain financial precision—all within a unified, secure platform. Discover how MatterX Legal’s integration capabilities can transform your practice by exploring our full suite of integrations.

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