- Home
- Trust Accounting Software
- MatterX
MatterX
Gold Coast, Australia
What it is
MatterX is web software for Australian and New Zealand law firms, combining practice management, trust accounting, and legal finance. Its Legal Finance suite runs natively on Microsoft Dynamics 365 Business Central and covers matter lifecycle management, time recording, billing, diary management, trust accounting, and financial reporting. Trust tools include three-way reconciliation, statutory deposits, controlled money handling, audit trails, dual payment authorisation, and compliance alerts; MatterX describes this accounting as NSW Law Society certified. Microsoft connections include Outlook, Teams, SharePoint, OneDrive, Power BI, Power Automate, Power Apps, Copilot, and Dataverse. Firms can retain Xero for general accounting and sync it with matters, billing, and trust accounting. SharePoint document management provides automatic matter folders, version control, search, and granular security. Good Minutes is free for up to five matters. Other plans use personalised quotes and month-to-month contracts, with implementation, training, and data export included.
For and against
For
- Native Dynamics 365 Business Central platform
- NSW Law Society-certified trust accounting described
- Connects with Microsoft 365 and Power Platform services
- Xero synchronization supports general accounting
- Free Good Minutes plan covers up to five matters
Against
- Most plans require a personalised quote
- Good Minutes is limited to five matters
- Frontdesk and Crew features are previews
The verdict
MatterX brings legal operations and financial controls into one Microsoft-based platform. Its free starter plan is limited, while larger firms receive tailored plans and broader integrations.
Who it suits
MatterX is aimed at solo, small, growing, mid-market, and enterprise law firms in Australia and New Zealand. It suits firms needing practice, trust, finance, and Microsoft ecosystem tools together.
Plans and prices
Good Minutes
Up to 5 matters · Automatic activity capture · 6-minute billing increments · Privacy controls
Read 30 Sep 2026 · matterx.com.au
Base
Solo practitioners and small firms (1–5 lawyers) · Unlimited matters and clients · NSW Law Society-certified trust accounting · SharePoint document management
Read 30 Sep 2026 · matterx.com.au
Premium
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
Read 30 Sep 2026 · matterx.com.au
Professional
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
Read 30 Sep 2026 · matterx.com.au
On the record
- Accounting option
- Firms can use MatterX with Xero for general accounting, with the product page describing automatic bidirectional sync.matterx.com.au · read 30 Sep 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 · read 30 Sep 2026
- Core features
- Legal Finance includes matter management, time recording, billing, trust accounting and financial reporting.matterx.com.au · read 30 Sep 2026
- Core platform
- MatterX Legal Finance runs natively on Microsoft Dynamics 365 Business Central.matterx.com.au · read 30 Sep 2026
- Data portability
- The pricing page says all plans include free data export at any time and month-to-month contracts.matterx.com.au · read 30 Sep 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 · read 30 Sep 2026
- Frontdesk
- Frontdesk is an Outlook add-in in preview that syncs emails, meetings, and calls to matters and SharePoint.matterx.com.au · read 30 Sep 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 · read 30 Sep 2026
- Maker
- DataChef says it owns, builds, delivers and supports MatterX.datachef.com.au · read 30 Sep 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 · read 30 Sep 2026
- Microsoft integrations
- The platform lists integrations with Outlook, Teams, SharePoint, OneDrive, Power BI, Power Automate, Power Apps, Copilot, and Dataverse.matterx.com.au · read 30 Sep 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 · read 30 Sep 2026
- Product
- MatterX provides law firms practice management, trust accounting and legal finance on Dynamics 365 Business Central.matterx.com.au · read 30 Sep 2026
- Product availability
- Legal Finance is live, while Frontdesk and Crew are in preview and several other productivity products are listed as in development for 2026.matterx.com.au · read 30 Sep 2026
- 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 · read 30 Sep 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 · read 30 Sep 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 · read 30 Sep 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 · read 30 Sep 2026
