Microsoft Consolidation

Your Firm Already Runs on Microsoft. Complete the Picture.

You already pay for Outlook, Teams, SharePoint, OneDrive, and Copilot. Why is your practice management on a completely separate platform?

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You Already Have Most of the Stack

If your firm uses Microsoft 365, you're already paying for these tools.

Outlook

Email & Calendar

Teams

Communication

SharePoint

Document Storage

OneDrive

Personal Files

Word

Document Creation

Copilot

AI Assistant

The only thing missing?

Practice management that actually integrates with all of it.

MatterX Completes the Picture

Built natively on Business Central, MatterX integrates with your entire Microsoft ecosystem.

One Identity

Single sign-on with Microsoft Entra ID. One login for everything.

One Security Model

Microsoft's enterprise security across all your tools. No gaps.

One Data Source

Practice data in Business Central, documents in SharePoint. All connected.

One AI Platform

Microsoft Copilot works across your entire ecosystem.

One Vendor Relationship

Microsoft infrastructure + DataChef implementation. Simplified.

One Bill

Consolidate your legal tech spend onto your Microsoft agreement.

The Complete Microsoft Legal Stack

Microsoft 365 Foundation

Outlook • Teams • SharePoint • OneDrive • Word • Excel • Copilot

Business CentralDynamics 365 Business Central

Financial Management • Matter Accounting • Trust Accounting • Billing

MatterXMatterX Platform

Legal Finance • Frontdesk • Contra • Crew • SharePoint • Dot to Dot • Fresh Press • Word Up

Ready to Consolidate?

See how MatterX completes your Microsoft investment.

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