MatterX Legal Finance | Legal Practice Management Software

Features Explored

Financial Management and Trust Accounting

Trust Accounting

Manage your trust accounts with confidence, ensuring compliance with legal requirements at every step. Our system automates trust accounting processes, from client deposits to reconciliation, providing precise control and transparency over client funds.

General Ledger, AP, AR

Manage your firm’s financial backbone with robust General Ledger, Accounts Payable, and Accounts Receivable capabilities. Legal Finance ensures accurate financial tracking, seamless invoice processing, and efficient management of payables and receivables, providing a solid foundation for your practice’s financial health and transparency.

Billing and Revenue

Streamline your entire billing cycle, from work in progress to payment, with automated invoicing and detailed tracking. Ensure accurate billing, reduce manual errors, and optimise cash flow, all while maintaining transparency with your clients.

Financial Reporting

Gain deep insights into your firm’s financial performance with advanced analytics and comprehensive reporting tools. Track key financial metrics, monitor revenue trends, and make informed decisions that drive profitability and long-term success.

Automated Bank Feeds with ACSISS

Enhance your financial management with automated bank feeds powered by ACSISS, seamlessly integrated into our solution. This feature streamlines bank reconciliation by automatically importing and matching transactions, reducing manual entry errors and ensuring your financial data is always accurate and up-to-date.

Features Explored

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Financial Precision and Management

Manage all financial aspects with precision, including trust accounting, billing, and analytics tailored for legal professionals.

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Advanced Insights and Forecasting

Automate complex workflows and streamline repetitive tasks to improve efficiency and productivity.

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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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