MatterX
No phone app
7.9No. 3 of 38
in Trust Accounting Software
in Trust Accounting Software
- Recognised40% of the score87
- Phone app26% of the score0
- Documented20% of the score93
- Free plan14% of the score100
- Free plan
- Yes
- Runs on
- Web
Summary
MatterX is ranked #3 of 38 in trust accounting software on Samsung Mobile US Press. It runs on Web. There is a free plan.
MatterX plans and pricing
All plansGood 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
Company
- Founded
- 2017matterx.com.au · 28 Sept 2026
- Headquarters
- Gold Coast, Australiamatterx.com.au · 28 Sept 2026
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Where it ranks on Samsung Mobile US Press
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Sources
- matterx.com.au· checked 30 Sept 2026
- matterx.com.au/platform/legal-finance· checked 30 Sept 2026
- matterx.com.au/platform/trust-accounting· checked 30 Sept 2026
- matterx.com.au/products/frontdesk· checked 30 Sept 2026
- matterx.com.au/platform· checked 30 Sept 2026
- matterx.com.au/pricing· checked 30 Sept 2026
- matterx.com.au/about· checked 30 Sept 2026