MatterX

Transforming the Entire Legal Matter Lifecycle

MatterX is dedicated to revolutionising the way law firms manage the entire legal matter lifecycle. From client intake through to case resolution and financial management, our solutions are designed to streamline every step, ensuring that legal professionals can focus on delivering exceptional client service. By integrating advanced AI and automation, MatterX enables law firms to operate with greater efficiency, accuracy, and insight.

Legal Connect: Seamless Client and Case Management

At the heart of MatterX is Legal Connect, providing comprehensive Client Relationship Management and Case Management. Built on the robust Microsoft Dynamics 365 platform, Legal Connect centralises client interactions, tracks case progress, and automates routine tasks. This powerful tool ensures that all team members have access to up-to-date information, enhancing collaboration and improving client outcomes. Legal Connect's intuitive interface and AI-driven features help law firms stay organized and responsive, driving higher client satisfaction.

Legal Finance: Precision and Compliance in Financial Management

Complementing Legal Connect is Legal Finance, a sophisticated financial management solution specifically designed for law firms. Leveraging Microsoft Dynamics 365 Business Central, Legal Finance offers advanced financial oversight, including certified legal trust accounting, billing, and revenue management. The solution ensures compliance with industry regulations while providing deep financial insights that help firms optimize their operations. With Legal Finance, law firms can manage their finances with precision, ensuring transparency and efficiency at every step.

Seamless Integration for Enhanced Efficiency

MatterX is more than just a suite of tools; it’s an integrated ecosystem that enhances the productivity of your entire legal practice. Our solutions seamlessly integrate with Microsoft Office 365, SharePoint, Power BI, and the Power Platform, enabling law firms to automate workflows, generate actionable insights, and maintain consistent data across systems. This integration not only streamlines operations but also empowers legal professionals to make informed decisions quickly and confidently.

Leveraging AI and Copilot for the Modern Law Firm

MatterX harnesses the power of AI and Copilot technology to bring the future of legal practice to today’s law firms. By automating routine tasks, generating intelligent insights, and enhancing decision-making processes, our solutions free up legal professionals to focus on what matters most—serving their clients. Whether it’s through AI-assisted email composition, automated financial processes, or predictive analytics, MatterX ensures that law firms are equipped to thrive in the digital age.

Explore how MatterX can empower your firm to achieve new levels of success in the modern legal landscape.