One platform for everything
Stop paying for disconnected systems. Eliminate data silos. Reduce IT complexity. Consolidate your entire legal technology stack onto the Microsoft platform you already trust and use daily.
The disconnected tech stack problem
Most law firms operate with a patchwork of systems that don't talk to each other:
Document Management
Separate DMS with its own search, security model, and backup requirements. Doesn't integrate well with practice management.
Practice Management
Time tracking, billing, and matter management in a proprietary platform. Limited integration with other tools.
Accounting System
Trust accounting and financial management in yet another system. Requires daily reconciliation with practice management.
Email & Calendar
Microsoft Outlook—the one tool that actually works. But it barely connects to your other legal systems.
The real cost
For a 50-person firm, you're paying $500-950 per user annually across disconnected systems. That's $25,000-47,500 per year just for technology that doesn't integrate properly.
Add the hidden costs: duplicate data entry, reconciliation time, integration maintenance, multiple vendor relationships, separate training programs, and IT overhead managing it all.
Everything on Microsoft
MatterX consolidates your entire legal technology stack onto the Microsoft platform you already use for email, documents, and collaboration.
Current State
- Separate DMS systemThird-party document management
- Proprietary practice managementTraditional legal PM systems
- Separate trust accountingOften built into practice management
- Disconnected integrationsFragile, expensive to maintain
- Multiple vendor relationshipsSeparate support contracts and renewals
With MatterX
- SharePoint document managementAlready included in Microsoft 365
- Dynamics 365 practice managementEnterprise ERP, legal-configured
- Certified trust accountingBuilt into the same system
- Native Microsoft integrationsOutlook, Teams, OneDrive—all connected
- Single Microsoft relationshipUnified licensing and support
Why consolidation matters
Reduced costs
Eliminate separate DMS, practice management, and accounting licenses. MatterX pricing covers everything on the Microsoft platform you already have.
Single source of truth
No more reconciling data between systems. Matter information, documents, time, and financials all live in one connected Microsoft environment.
Simplified IT
One platform to manage, backup, secure, and update. Your IT team (or Microsoft partner) handles Microsoft infrastructure only.
Better user experience
Lawyers work in Outlook, SharePoint, and Teams—tools they already know. MatterX extends these familiar Microsoft experiences.
Enterprise security
Leverage Microsoft Entra ID, conditional access, DLP, and compliance tools across everything—not just email and documents.
Future-proof platform
Microsoft Copilot, AI capabilities, and platform innovations automatically extend to your legal practice management.
Native Microsoft integration everywhere
MatterX isn't bolted onto Microsoft—it's built inside it. Every component is Microsoft-native:
Microsoft Outlook
- • File emails to matters directly from inbox
- • Create appointments and tasks from Outlook
- • Track time without leaving email
- • Matter context appears automatically
SharePoint Document Management
- • Matter-specific document libraries
- • Version control and co-authoring
- • Microsoft 365 compliance integration
- • Work from anywhere with OneDrive sync
Power BI Reporting
- • Real-time dashboards on any device
- • Unlimited custom reports
- • Scheduled distribution to partners
- • Export to Excel, PDF, PowerPoint
Microsoft Teams
- • Matter-specific Teams channels
- • Quick access to matter information
- • Collaborate on documents in context
- • Time tracking from Teams conversations
Microsoft Entra ID Security
- • Single sign-on across everything
- • Conditional access policies apply
- • Multi-factor authentication enforced
- • Unified identity and access management
Power Automate Workflows
- • Automate document generation
- • Custom approval workflows
- • Integration with 1,000+ services
- • Build workflows without coding
One ecosystem, infinite possibilities
When everything runs on Microsoft, you're not limited to what MatterX provides. Use Power Apps to build custom client portals. Connect to specialised legal research tools via Power Automate. Create executive dashboards in Power BI that combine MatterX data with other business metrics. The possibilities are endless—and don't require vendor approval.
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 consolidate onto Microsoft?
See how MatterX delivers complete legal practice management on the Microsoft platform you already trust and use daily.