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SPECIFICTION
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Cassandra Legal vs MatterX

Cassandra Legal

cassandralegal.com

MatterX

matterx.com.au

Side by side

FigureCassandra LegalMatterX
Price fromA$129/moFree
Free plan—Yes
Free trialYes—
Open source——
WebYesYes
Plans published34
Spec score · Trust Accounting Software8.8 (#5)8.1 (#19)
IntegrationsThe maker lists Postmark, Stripe, Zoho Sign, OpenAI-compatible AI and external accounting workflows as provider connections.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.
Matter managementMatter records hold parties, dates, financial information, documents, tasks, notes and activity together.The Legal Finance suite includes client and matter lifecycle management, time entry, diary management, and a safe custody register.
ProductCassandra Legal combines practice management, trust accounting, billing, documents, signatures, a client portal, reporting, and AI-assisted readiness for Australian firms.MatterX provides law firms practice management, trust accounting and legal finance on Dynamics 365 Business Central.
SupportSupport is available by email; stated response targets range from next-business-day for Solo to same-business-day during business hours for Growth Firm.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.
Trust accountingThe trust module records receipts, payments, journals, voids and reconciliations, with overdraw protection and examiner-oriented exports.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.

Plans

Cassandra Legal

  • SoloA$129 a month
  • Growth FirmA$399 a month
  • EnterpriseA$999 a month

Cassandra Legal pricing →

MatterX

  • Good MinutesFree
  • BasePriced on request
  • PremiumPriced on request
  • ProfessionalPriced on request

MatterX pricing →

In their own words

Cassandra Legal

Cassandra Legal has no write-up on Specifiction yet; its figures are above.

Visit cassandralegal.com

MatterX

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.

Visit matterx.com.au