MatterX is a law firm practice management, trust accounting, and legal finance platform for firms in Australia and New Zealand. Its Legal Finance suite runs on Microsoft Dynamics 365 Business Central and covers matters, time recording, billing, trust accounting, and financial reporting. MatterX describes its trust accounting as NSW Law Society certified, with three-way reconciliation, statutory deposits, controlled money handling, audit trails, and compliance exception alerts. It also lists payment authorisation controls and restrictions on backdating. Microsoft integrations include Outlook, Teams, SharePoint, OneDrive, Power BI, Power Automate, Power Apps, Copilot, and Dataverse. Firms can keep Xero for general accounting and sync it with MatterX matters, billing, and trust accounting. SharePoint document management includes matter folders, version control, search, and granular security. The Good Minutes free plan covers up to five matters and includes automatic activity capture, six-minute billing increments, and privacy controls. Other plans are quoted by firm size; MatterX says plans are month-to-month and include implementation, training, and data export. Frontdesk and Crew AI agents are in preview.
Who it is for
MatterX suits Australian and New Zealand law firms, from solo practitioners to enterprise firms. Good Minutes is for those needing basic activity capture across up to five matters, while other plans target larger teams and additional capabilities.
What is good
- Free Good Minutes plan covers up to five matters.
- Trust accounting includes three-way reconciliation and audit trails.
- Xero can sync with matters, billing, and trust accounting.
- SharePoint document management includes version control and search.
- Plans include implementation, training, and data export.
What to know first
- Good Minutes is limited to five matters.
- Plan prices require a personalised quote.
- Frontdesk and Crew AI agents are in preview.
- Some listed products are marked coming in 2026.
Verdict
MatterX brings legal finance, matter management, and trust accounting together on Business Central, with Microsoft and Xero options. The free plan is capped at five matters, and pricing for other plans is by quote.
Get started with MatterX
- Visit the MatterX website.
- Choose the free Good Minutes plan or request a personalized quote for another plan.
- Arrange implementation and training, which MatterX says its plans include.
- Use Microsoft Dynamics 365 Business Central as the native platform for Legal Finance.
- Configure Xero for general accounting if you want it synced with MatterX.
What the free plan stops at
Good Minutes covers up to five matters. MatterX lists no other free-plan limits in these facts.
Questions about MatterX
Is MatterX free?
Yes. Good Minutes costs 0.00 USD per free and covers up to five matters.
What does Good Minutes include?
It includes automatic activity capture, six-minute billing increments, and privacy controls.
How are the other plans priced?
Base, Professional, and Premium are available by personalized quote. MatterX says plans are tailored by firm size and month-to-month.
Which platforms and Microsoft services does MatterX connect with?
Legal Finance runs natively on Microsoft Dynamics 365 Business Central. The platform lists Outlook, Teams, SharePoint, OneDrive, Power BI, Power Automate, Power Apps, Copilot, and Dataverse.
Can a firm use Xero with MatterX?
Yes. Firms can keep Xero for general accounting and sync it bidirectionally with MatterX matters, billing, and trust accounting.
Which features are previews?
Frontdesk, an Outlook add-in, and the suite of eight Crew AI agents are described as previews.
MatterX plans and pricing
All plansCompared on trust accounting software
- Free plan
- Yes
- Three-way reconciliation
- Yes
- Bank reconciliation
- Yes
- Disbursement approvals
- Yes
- Compliance reports
- Yes
- Matter limit
- 5 matters
