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 is for
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 is good
- 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
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.
MatterX Legal Finance plans and pricing
All plansCompared on legal practice management software
- Free plan
- No
- Time tracking
- Yes
- Billing and payments
- Yes
- Trust accounting
- Yes
