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MatterX Legal Finance
What MatterX Legal Finance is
MatterX Legal Finance is a web-based practice management and finance platform for Australian and New Zealand law firms. It runs natively on Microsoft Dynamics 365 Business Central and combines matter lifecycle management, time entry, diary management, a safe custody register, trust accounting, billing, and financial reporting. Its accounting tools include an enterprise general ledger, multi-currency support, financial dimensions, budgets, and revenue recognition. Billing covers work-in-progress tracking, multiple arrangements, invoice generation, and revenue analytics. Listed Microsoft integrations include Power BI, Power Automate, Power Apps, Copilot, Dataverse, Outlook, Teams, SharePoint, OneDrive, and Purview. Xero can handle general accounting with automatic bidirectional synchronization. Data is held in Microsoft Dataverse with Microsoft Entra ID single sign-on. SharePoint document management provides automatic matter folders, version control, full-text search, and granular security. DataChef offers implementation, migration, training, go-live, and managed support. Pricing is available on request and there is no free plan.
Who it suits
It suits law firms in Australia and New Zealand seeking matter, trust, billing, and finance functions on Microsoft’s platform. The maker describes Microsoft-only use for mid-market firms and MatterX with Xero for smaller firms.
What it does well
- Native Microsoft Dynamics 365 Business Central platform
- Includes trust accounting and financial reporting
- Automatic bidirectional Xero synchronization
- SharePoint document management with version control
- Eight-business-hour standard support response target
What to know first
- No free plan
- Pricing is available only on request
- Designed for Australian and New Zealand law firms
- Some productivity products are preview or in development
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Base | 1-5 lawyers | On request |
| Professional | 5-30 lawyers · 8-hour support response | On request |
| Premium | 30+ lawyers | On request |
| MatterX Legal Finance | Month-to-month; no lock-in · Pricing available on request | On request |
As matterxlegal.com lists them, read 22 Sept 2026. The maker's own page has the final word.
Verdict
MatterX Legal Finance brings legal matter workflows and financial operations into a Microsoft-based environment, with Xero available for smaller firms. Prospective firms should request pricing and confirm which integrations and services fit their size.
Facts from MatterX Legal Finance's own pages
- Accounting
- Legal Finance includes an enterprise general ledger, multi-currency support, financial dimensions, budgets, and revenue recognition. · matterxlegal.com, 12 Oct 2026
- Availability
- The maker describes Legal Finance as available now, while its productivity suite includes preview and in-development products. · matterxlegal.com, 12 Oct 2026
- Billing
- Billing features include WIP tracking, multiple billing arrangements, invoice generation, and revenue analytics. · matterxlegal.com, 12 Oct 2026
- Billing and payments
- Yes · matterxlegal.com, 22 Sept 2026
- Core platform
- The product runs natively on Microsoft Dynamics 365 Business Central. · matterxlegal.com, 12 Oct 2026
- Data and identity
- The maker says customer data lives in Microsoft Dataverse and authentication uses Microsoft Entra ID single sign-on. · matterxlegal.com, 12 Oct 2026
- Document management
- The product page describes SharePoint-powered document management with automatic matter folder creation, version control, full-text search, and granular security. · matterxlegal.com, 12 Oct 2026
- Free plan
- No · matterxlegal.com, 22 Sept 2026
- Headquarters
- Gold Coast, Australia · matterxlegal.com, 19 Oct 2026
- Intended firm sizes
- The maker describes a Microsoft-only option for mid-market firms and a MatterX plus Xero option for smaller firms with established Xero workflows. · matterxlegal.com, 12 Oct 2026
- Matter management
- Matter management covers client and matter lifecycle, time entry, diary management, and a safe custody register. · matterxlegal.com, 12 Oct 2026
- Microsoft integrations
- The product page lists Power BI, Power Automate, Power Apps, Copilot, Dataverse, Outlook, Teams, SharePoint, OneDrive, and Purview as parts of its Microsoft platform integrations. · matterxlegal.com, 12 Oct 2026
- Purpose
- MatterX Legal Finance provides practice management, trust accounting, billing, and financial reporting for Australian and New Zealand law firms. · matterxlegal.com, 12 Oct 2026
- Support
- DataChef provides implementation, data migration, training, go-live, and ongoing managed services for MatterX. · datachef.com.au, 12 Oct 2026
- Support response
- The managed services page lists standard support with email and chat during business hours and an eight-business-hour response target. · matterxlegal.com, 12 Oct 2026
- Time tracking
- Yes · matterxlegal.com, 22 Sept 2026
- Trust accounting
- The maker states that its trust accounting is NSW Law Society certified and includes three-way reconciliation, statutory deposits, controlled money handling, and audit trails. · matterxlegal.com, 12 Oct 2026
- Xero integration
- MatterX can be used with Xero for general accounting, with automatic bidirectional sync described on the product page. · matterxlegal.com, 12 Oct 2026
Where MatterX Legal Finance stands on Freedom251
- Legal Practice Management Software#121 of 140