MatterX Legal Finance
MatterX Legal Finance: A Microsoft-centered legal finance suite for firms that need trust accounting and matter workflows. Ranked #81 of 141 in Legal Practice Management Software by our editors (3.0/10); pricing: Pricing on request; best for firms using Microsoft tools for legal finance workflows.
At a glance
- Editor score3.0 / 10
- PricingPricing on request
- Best forFirms using Microsoft tools for legal finance workflows
- Free planNo
- Facts checked22 Sep 2026
Where it wins
- Combines matter management, time recording, billing and trust accounting.
- Supports three-way reconciliation and controlled-money handling.
- Connects SharePoint document management with Microsoft 365 and Power BI.
Where it doesn't
- Pricing is quote-based rather than published as fixed plans.
- Document automation, advanced SharePoint DMS and workflow automation are planned for 2026.
- Eight AI agents are in preview, so they are not established plan capabilities.
Our verdict on MatterX Legal Finance
MatterX Legal Finance brings legal matter and client management together with time recording, billing, trust accounting and financial reporting. It is designed for Australian and New Zealand law firms, from solo practitioners to larger practices, that want legal finance workflows within Microsoft Dynamics 365 Business Central. Its scope is broader than accounting alone: firms can also manage documents through SharePoint and connect general accounting with Xero. The fit is clearest for practices already invested in Microsoft services and looking to consolidate matter-linked financial work.
The feature set is especially relevant where trust and financial controls are central. MatterX lists legal trust accounting with three-way reconciliation, statutory deposits and controlled-money handling, alongside WIP tracking, revenue analytics, multi-currency support and financial dimensions. SharePoint document management includes version control and search, while Power BI is used for analytics. Base includes unlimited matters and clients, trust accounting described as NSW Law Society-certified, SharePoint document management and Microsoft 365 integration. Professional adds Outlook filing for email, meetings and calls, as well as priority support. Premium adds managed services, custom integrations, custom Power BI dashboards and a dedicated account manager. Document automation and advanced SharePoint DMS are planned for 2026; the eight AI agents are in preview.
The Microsoft ecosystem is the product’s defining advantage and also its main selection constraint. Listed connections include Business Central, Dataverse, Microsoft 365, SharePoint, Outlook, Teams, OneDrive, Power BI, Power Automate, Copilot and Entra ID, with Xero also supported. Firms seeking trust accounting, legal billing and Microsoft-based document workflows may find this combination relevant. Those prioritizing a published subscription price, or whose work depends on verified mobile or client portal capabilities, should compare alternatives before committing. MatterX uses contact-sales pricing, so prospective buyers will need a quote to assess cost.
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MatterX Legal Finance pricing
All 3 MatterX Legal Finance plans and prices →
MatterX Legal Finance fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Client intake | Not verified |
| Client portal | Not verified |
| Document automation | Not verified |
| Time tracking | Yes |
| Billing and payments | Yes |
| Trust accounting | Yes |
| Mobile apps | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, ISO 27001, SSO/SAML |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 12 integrations: Microsoft Dynamics 365 Business Central, Microsoft Dataverse, Microsoft 365, Microsoft SharePoint, Microsoft Outlook, Microsoft Teams … |
| Pricing | Pricing on request (source) |
| Website | matterxlegal.com |
| Facts checked | 22 Sep 2026 |
MatterX Legal Finance integrations
MatterX Legal Finance lists 12 integrations on its own site.
- Microsoft Dynamics 365 Business Central
- Microsoft Dataverse
- Microsoft 365
- Microsoft SharePoint
- Microsoft Outlook
- Microsoft Teams
- Microsoft OneDrive
- Microsoft Power BI
- Microsoft Power Automate
- Microsoft Copilot
- Microsoft Entra ID
- Xero
Alternatives to MatterX Legal Finance
- KleosA document-focused legal platform with matter management, billing, AI, and broad device support.9.3
- Jarvis LegalMatter management, billing and legal AI in plans from €38 per user per month.9.1
- Clio ManageBroad legal practice management with billing, trust accounting, automation, and mobile access.8.9
See all MatterX Legal Finance alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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