
MatterX
6.6#22 in trust accounting softwareFree planFree planWeb
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| Fact | MatterX | Rocket Matter |
|---|---|---|
| Document management | The platform describes SharePoint-based document management with automatic matter folder creation, version control, full-text search and granular security. | Users can create folder structures, labels, drag-and-drop uploads, cloud document access and document previews from mobile devices. |
| Founded | 2017 | 2008 |
| Headquarters | Gold Coast, Australia | Boca Raton, Florida, United States |
| 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. | Official integrations include Outlook/Office 365, OneDrive, QuickBooks Online, NetDocuments, Dropbox, Box, Google Calendar, iCal/WebCal and Zapier. |
| Matter management | The Legal Finance suite includes client and matter lifecycle management, time entry, diary management, and a safe custody register. | The product includes task management, matter calendars, contact management, conflict checks, and document storage. |
| Product | MatterX provides law firms practice management, trust accounting and legal finance on Dynamics 365 Business Central. | Rocket Matter is cloud-based legal practice management software for managing legal work, billing, time tracking, and firm operations. |
| Security | The Legal Finance page says firm data lives in Microsoft Dataverse and authentication uses Microsoft Entra ID single sign-on. | Rocket Matter states SOC 2 Type 2 compliance, bank-level encryption, multifactor authentication, continuous monitoring, backups and disaster-recovery procedures. |
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.
It suits solo, small, mid-sized, and large law firms needing matter, billing, intake, and mobile tools. It also fits firms that want integrations such as QuickBooks Online.