MatterX Legal Finance
The facts below are what the maker publishes about MatterX Legal Finance, checked and dated. Our editors have not written about it yet.
Plans and prices
From MatterX Legal Finance's own pricing page, checked 22 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Base | — | 1-5 lawyers |
| Professional | — | 5-30 lawyers · 8-hour support response |
| Premium | — | 30+ lawyers |
| MatterX Legal Finance | Priced on request | Pricing available on request · Month-to-month; no lock-in |
The facts
Each one read from MatterX Legal Finance's own pages, with the date it was checked.
What it does
- Accounting
- Legal Finance includes an enterprise general ledger, multi-currency support, financial dimensions, budgets, and revenue recognition.checked 12 Oct 2026
- Availability
- The maker describes Legal Finance as available now, while its productivity suite includes preview and in-development products.checked 12 Oct 2026
- Data and identity
- The maker says customer data lives in Microsoft Dataverse and authentication uses Microsoft Entra ID single sign-on.checked 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.checked 12 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.checked 12 Oct 2026
- Matter management
- Matter management covers client and matter lifecycle, time entry, diary management, and a safe custody register.checked 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.checked 12 Oct 2026
- Purpose
- MatterX Legal Finance provides practice management, trust accounting, billing, and financial reporting for Australian and New Zealand law firms.checked 12 Oct 2026
- Support
- DataChef provides implementation, data migration, training, go-live, and ongoing managed services for MatterX.checked 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.checked 12 Oct 2026
- Time tracking
- Yeschecked 22 Sep 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.checked 12 Oct 2026
- Xero integration
- MatterX can be used with Xero for general accounting, with automatic bidirectional sync described on the product page.checked 12 Oct 2026
Money
- Billing
- Billing features include WIP tracking, multiple billing arrangements, invoice generation, and revenue analytics.checked 12 Oct 2026
- Billing and payments
- Yeschecked 22 Sep 2026
- Free plan
- Nochecked 22 Sep 2026
Where it runs
- Core platform
- The product runs natively on Microsoft Dynamics 365 Business Central.checked 12 Oct 2026
The company
- Headquarters
- Gold Coast, Australiachecked 19 Oct 2026
Alternatives to MatterX Legal Finance
- 1
CaseFox
Free planAndroidiOSWebAPI8.7From $45 a month - 2
RunSensible
Free planAndroidiOSWebAPI8.7From $49 a month - 3
8am MyCase
Free planiOSmacOS8.6From $39 a month - 4
CaseDesk
Free planAndroidiOSAPILinux8.6From $290 a year - 5
Clio Manage
AndroidiOSWebAPI8.5 - 6
CosmoLex
AndroidiOSWeb8.5From $49 a month