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MatterX

matterx.com.au

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Spec score 8.1 #19 of 42 in Trust Accounting Software

What it is

MatterX provides practice management, trust accounting, and legal finance for law firms in Australia and New Zealand. Its Legal Finance suite runs natively on Microsoft Dynamics 365 Business Central and covers client and matter lifecycle management, time entry, diary management, billing, trust accounting, and financial reporting. MatterX describes its trust accounting as NSW Law Society certified, with three-way reconciliation, statutory deposits, controlled money handling, audit trails, dual payment authorisation, and compliance exception alerts. The platform connects with Microsoft services including Outlook, Teams, SharePoint, OneDrive, Power BI, Power Automate, Power Apps, Copilot, and Dataverse. Firms can keep Xero for general accounting and sync it with MatterX matters, billing, and trust accounting. SharePoint document management includes automatic matter folders, version control, full-text search, and granular security. The free Good Minutes plan covers up to five matters. Other plans are tailored by firm size, priced by quote, and month-to-month; MatterX says implementation, training, and data export are included. Frontdesk and Crew AI agents are in preview.

Spec sheet

Purpose
MatterX provides law firm practice management, trust accounting, and legal finance, with additional productivity tools for Australian and New Zealand law firms.Read 30 Sep 2026 · matterx.com.au
Product
MatterX provides law firms practice management, trust accounting and legal finance on Dynamics 365 Business Central.Read 30 Sep 2026 · matterx.com.au
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.Read 30 Sep 2026 · matterx.com.au
Security
The Legal Finance page says firm data lives in Microsoft Dataverse and authentication uses Microsoft Entra ID single sign-on.Read 30 Sep 2026 · matterx.com.au
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.Read 30 Sep 2026 · matterx.com.au
Headquarters
Gold Coast, AustraliaRead 28 Sep 2026 · matterx.com.au
Founded
2017Read 28 Sep 2026 · matterx.com.au
Maker
DataChef says it owns, builds, delivers and supports MatterX.Read 30 Sep 2026 · datachef.com.au
Accounting option
Firms can use MatterX with Xero for general accounting, with the product page describing automatic bidirectional sync.Read 30 Sep 2026 · matterx.com.au
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.Read 30 Sep 2026 · matterx.com.au
Core features
Legal Finance includes matter management, time recording, billing, trust accounting and financial reporting.Read 30 Sep 2026 · matterx.com.au
Core platform
MatterX Legal Finance runs natively on Microsoft Dynamics 365 Business Central.Read 30 Sep 2026 · matterx.com.au
Data portability
The pricing page says all plans include free data export at any time and month-to-month contracts.Read 30 Sep 2026 · matterx.com.au
Document management
The platform describes SharePoint-based document management with automatic matter folder creation, version control, full-text search and granular security.Read 30 Sep 2026 · matterx.com.au
Frontdesk
Frontdesk is an Outlook add-in in preview that syncs emails, meetings, and calls to matters and SharePoint.Read 30 Sep 2026 · matterx.com.au
Matter management
The Legal Finance suite includes client and matter lifecycle management, time entry, diary management, and a safe custody register.Read 30 Sep 2026 · matterx.com.au
Microsoft integrations
The platform lists integrations with Outlook, Teams, SharePoint, OneDrive, Power BI, Power Automate, Power Apps, Copilot, and Dataverse.Read 30 Sep 2026 · matterx.com.au
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.Read 30 Sep 2026 · matterx.com.au
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.Read 30 Sep 2026 · matterx.com.au
Target market
MatterX is presented for Australian and New Zealand law firms, with plans aimed at solo, small, growing, mid-market and enterprise firms.Read 30 Sep 2026 · matterx.com.au
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.Read 30 Sep 2026 · matterx.com.au
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.Read 30 Sep 2026 · matterx.com.au
Trust controls
The trust accounting page lists dual authorisation for payments, user access controls, a prohibition on backdating, and compliance exception alerts.Read 30 Sep 2026 · matterx.com.au
Xero
MatterX offers a configuration that keeps Xero for general accounting and syncs it with MatterX matters, billing, and trust accounting.Read 30 Sep 2026 · matterx.com.au

Plans and prices

Good Minutes Free Up to 5 matters · Automatic activity capture · 6-minute billing increments · Privacy controls Read 30 Sep 2026 · matterx.com.au
Base Priced on request Solo practitioners and small firms (1–5 lawyers) · Unlimited matters and clients · NSW Law Society-certified trust accounting · SharePoint document management · Microsoft 365 integration Read 30 Sep 2026 · matterx.com.au
Premium Priced on request 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 Priced on request 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

Every MatterX plan and price →

Strong points and limits

Strong points

  • Runs natively on Dynamics 365 Business Central.
  • Trust accounting includes three-way reconciliation.
  • Can sync MatterX data with Xero.
  • All plans include free data export.
  • Plans include implementation and training.

Limits

  • Good Minutes is limited to five matters.
  • Other plans require a personalized quote.
  • Frontdesk and Crew AI agents are in preview.
  • Contra and Fresh Press are marked coming in 2026.

Who it suits

MatterX is aimed at Australian and New Zealand law firms, with plans for solo, small, growing, mid-market, and enterprise firms. Good Minutes may suit firms that need a free plan limited to five matters.

Verdict

MatterX combines legal finance and trust accounting with Microsoft integrations and a Xero option. Firms should check plan fit and quoted pricing, especially if they need preview features.

Where Specifiction places it

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