MatterX Legal Finance

Plans and prices

Every plan, in full

On the record

Accounting

Legal Finance includes an enterprise general ledger, multi-currency support, financial dimensions, budgets, and revenue recognition.matterxlegal.com · read 12 Oct 2026

Availability

The maker describes Legal Finance as available now, while its productivity suite includes preview and in-development products.matterxlegal.com · read 12 Oct 2026

Billing

Billing features include WIP tracking, multiple billing arrangements, invoice generation, and revenue analytics.matterxlegal.com · read 12 Oct 2026

Billing and payments

Yesmatterxlegal.com · read 22 Sep 2026

Core platform

The product runs natively on Microsoft Dynamics 365 Business Central.matterxlegal.com · read 12 Oct 2026

Data and identity

The maker says customer data lives in Microsoft Dataverse and authentication uses Microsoft Entra ID single sign-on.matterxlegal.com · read 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.matterxlegal.com · read 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.matterxlegal.com · read 12 Oct 2026

Matter management

Matter management covers client and matter lifecycle, time entry, diary management, and a safe custody register.matterxlegal.com · read 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.matterxlegal.com · read 12 Oct 2026

Purpose

MatterX Legal Finance provides practice management, trust accounting, billing, and financial reporting for Australian and New Zealand law firms.matterxlegal.com · read 12 Oct 2026

Support

DataChef provides implementation, data migration, training, go-live, and ongoing managed services for MatterX.datachef.com.au · read 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.matterxlegal.com · read 12 Oct 2026

Time tracking

Yesmatterxlegal.com · read 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.matterxlegal.com · read 12 Oct 2026

Xero integration

MatterX can be used with Xero for general accounting, with automatic bidirectional sync described on the product page.matterxlegal.com · read 12 Oct 2026

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