Enterprise-grade platform. Solo-friendly pricing.
Most solo-focused software compromises on accounting or Microsoft integration. MatterX delivers enterprise capabilities without enterprise complexity.
The solo practitioner dilemma
Software vendors present false choices: simple-but-limited tools designed for solos, or complex-but-capable platforms priced for firms.
But solo practitioners need sophisticated accounting—trust compliance doesn't get simpler because you're solo. You benefit from Microsoft integration—maybe more than larger firms since you lack dedicated IT.
MatterX rejects the false choice. You get Dynamics 365 Business Central—the same platform running 200-lawyer firms—at solo-accessible pricing.
Everything you need. Nothing you don't.
Full platform capabilities, streamlined for single-practitioner workflows.
Trust Accounting That Works
NSW Law Society certified trust accounting. Not simplified—complete. Statutory deposits, interest, EFTPOS integration, automated reconciliation.
- Controlled money and statutory deposits
- Automated trust-to-office transfers
- Trust fund interest calculations
- Monthly reconciliation workflows
- EFTPOS integration (SmartPay, Westpac)
Real Accounting, Not Practice Management Lite
Dynamics 365 Business Central—the same ERP running multinational corporations. Get professional financials without hiring a CFO.
- Bank feed reconciliation with AI matching
- GST/BAS reporting with digital lodgement
- Creditor management and payment runs
- P&L and balance sheet in real-time
- Multi-currency for international clients
Matter Management Without Complexity
Track matters, time, expenses, and billing in a system designed for legal work—not adapted from generic CRM.
- Matter cards with client/opponent/conflict tracking
- Time recording in Outlook calendar
- Expense tracking with receipt capture
- Billing and invoice generation
- Matter documents in SharePoint folders
Microsoft Integration You Already Have
Run your practice in Outlook, Teams, and SharePoint—the tools you already pay for and know how to use.
- Email filing to matter folders from Outlook
- Calendar appointments become time entries
- OneDrive sync for offline document access
- Teams for video client conferences
- Single Microsoft 365 sign-on
Built to scale when you're ready
Ready to run your practice like a business?
Talk to a specialist about solo practitioner pricing and implementation.