MatterX

Visit site Alternatives

Score6.9

Rank#2 of 41

PriceFree

Free planYes

Runs onWeb

Summary

MatterX provides practice management, trust accounting and legal finance tools for law firms in Australia and New Zealand. Its Legal Finance suite runs natively on Microsoft Dynamics 365 Business Central and covers matter management, time recording, billing, trust accounting and financial reporting. Trust features include three-way reconciliation, statutory deposits, controlled money handling and audit trails; MatterX describes the accounting as NSW Law Society certified. The platform connects with Microsoft services including Outlook, Teams, SharePoint and OneDrive, plus Power BI, Power Automate, Power Apps, Copilot and Dataverse. Firms can retain Xero for general accounting and sync it with MatterX matters, billing and trust accounting. SharePoint-based document management includes automatic matter folders, version control, full-text search and granular security. The free Good Minutes plan covers up to five matters, with activity capture, six-minute billing increments and privacy controls. Other plans are priced by personalized quote and are month-to-month; MatterX says implementation, training and data export are included. Frontdesk and Crew AI agents are previews.

Who it is for

MatterX suits Australian and New Zealand law firms looking for matter, trust accounting and finance tools. The listed plans address firms from solo practices to enterprise organizations.

What is good

Free Good Minutes plan covers up to five matters
Trust accounting includes three-way reconciliation
Connects with Microsoft 365 services
Xero configuration syncs accounting with matters and billing
Plans include data export, implementation and training

What to know first

Good Minutes is limited to five matters
Other plan prices require a personalized quote
Frontdesk and Crew AI agents are previews
Contra and Fresh Press are marked coming in 2026

Verdict

MatterX combines legal finance and trust accounting with Microsoft and Xero options. Review the plan scope and preview status of features relevant to your firm before choosing a configuration.

MatterX plans and pricing

All plans

Good Minutes Free Up to 5 matters · Automatic activity capture · 6-minute billing increments · Privacy controls matterx.com.au · 30 Sept 2026

Base Not published Solo practitioners and small firms (1–5 lawyers) · Unlimited matters and clients · NSW Law Society-certified trust accounting · SharePoint document management · Microsoft 365 integration matterx.com.au · 30 Sept 2026

Premium Not published Mid-market and enterprise firms (30+ lawyers) · Everything in Professional, plus SharePoint DMS, Dot to Dot, Word Up, managed services, custom integrations, dedicated account manager, custom Power BI dashboards matterx.com.au · 30 Sept 2026

Professional Not published Growing firms (5–30 lawyers) · Everything in Base, plus Frontdesk preview, Contra, Fresh Press, eight Crew AI agents, priority support (8h response), quarterly business reviews matterx.com.au · 30 Sept 2026

Compared on trust accounting software

Free plan: Yesmatterx.com.au
Three-way reconciliation: Yesmatterx.com.au
Bank reconciliation: Yesmatterx.com.au
Disbursement approvals: Yesmatterx.com.au
Compliance reports: Yesmatterx.com.au
Matter limit: 5 mattersmatterx.com.au

Facts

Purpose: MatterX provides law firm practice management, trust accounting, and legal finance, with additional productivity tools for Australian and New Zealand law firms.matterx.com.au · 30 Sept 2026
Core platform: MatterX Legal Finance runs natively on Microsoft Dynamics 365 Business Central.matterx.com.au · 30 Sept 2026
Matter management: The Legal Finance suite includes client and matter lifecycle management, time entry, diary management, and a safe custody register.matterx.com.au · 30 Sept 2026
Trust accounting: The trust accounting page states that the product is NSW Law Society certified and includes three-way reconciliation, statutory deposits, controlled money handling, and audit trails.matterx.com.au · 30 Sept 2026
Microsoft integrations: The platform lists integrations with Outlook, Teams, SharePoint, OneDrive, Power BI, Power Automate, Power Apps, Copilot, and Dataverse.matterx.com.au · 30 Sept 2026
Xero: MatterX offers a configuration that keeps Xero for general accounting and syncs it with MatterX matters, billing, and trust accounting.matterx.com.au · 30 Sept 2026
Frontdesk: Frontdesk is an Outlook add-in in preview that syncs emails, meetings, and calls to matters and SharePoint.matterx.com.au · 30 Sept 2026
AI tools: MatterX describes Crew as a suite of eight AI agents that can take actions inside Business Central, and says the agents are in preview.matterx.com.au · 30 Sept 2026
Product availability: The pricing page marks Contra and Fresh Press as coming in 2026 and SharePoint, Dot to Dot, and Word Up as coming in 2026.matterx.com.au · 30 Sept 2026
Security: The Legal Finance page says firm data lives in Microsoft Dataverse and authentication uses Microsoft Entra ID single sign-on.matterx.com.au · 30 Sept 2026
Trust controls: The trust accounting page lists dual authorisation for payments, user access controls, a prohibition on backdating, and compliance exception alerts.matterx.com.au · 30 Sept 2026
Support: MatterX says its plans include implementation and training, and its pricing page lists Australian-based support for Base and priority support with an 8-hour response for Professional.matterx.com.au · 30 Sept 2026
Data portability: The pricing page says all plans include free data export at any time and month-to-month contracts.matterx.com.au · 30 Sept 2026
Maker: MatterX identifies MatterX Pty Ltd as the product company; its About page lists an address at Level 14, 167 Eagle St, Queensland 4000.matterx.com.au · 30 Sept 2026
Product: MatterX provides law firms practice management, trust accounting and legal finance on Dynamics 365 Business Central.matterx.com.au · 30 Sept 2026
Core features: Legal Finance includes matter management, time recording, billing, trust accounting and financial reporting.matterx.com.au · 30 Sept 2026
Target market: MatterX is presented for Australian and New Zealand law firms, with plans aimed at solo, small, growing, mid-market and enterprise firms.matterx.com.au · 30 Sept 2026
Integrations: The platform connects with Microsoft 365 services including Outlook, Teams, SharePoint, OneDrive and Purview, and lists Power BI, Power Automate, Power Apps, Copilot and Dataverse.matterx.com.au · 30 Sept 2026
Accounting option: Firms can use MatterX with Xero for general accounting, with the product page describing automatic bidirectional sync.matterx.com.au · 30 Sept 2026
Trust compliance: MatterX Legal Finance describes its trust accounting as NSW Law Society certified and includes three-way reconciliation, statutory deposits, controlled money handling and audit trails.matterx.com.au · 30 Sept 2026
Document management: The platform describes SharePoint-based document management with automatic matter folder creation, version control, full-text search and granular security.matterx.com.au · 30 Sept 2026
Pricing terms: The pricing page says plans are tailored by firm size, month-to-month, and available by personalised quote; it also lists free data export, implementation and training as included.matterx.com.au · 30 Sept 2026