MatterX Legal Connect
by MatterX
AI-powered legal CRM and matter management built on Dynamics 365 for law firms and legal teams.
MatterX Legal Connect
Transform your legal practice with AI-powered client relationship and matter management built exclusively for Australian law firms.
MatterX Legal Connect is a comprehensive legal practice management solution built on Microsoft Dynamics 365 Sales Enterprise, designed specifically for the Australian legal industry. Seamlessly integrate client acquisition, case management, and business development in one secure, cloud-based platform.
Key Features
Client & Matter Management
- Lead and opportunity tracking with predictive AI scoring
- Comprehensive case management with chronological activity timelines
- Contact and relationship management across corporate group structures
- Automated task management and deadline tracking
- Time recording and billing integration
AI-Powered Productivity
- Microsoft Copilot integration for email drafting and meeting summaries
- AI-generated client communication templates
- Intelligent activity recommendations and lead prioritisation
- Natural language insights for cases, deadlines, and forecasts
- Automated document management and review assistance
Enhanced Collaboration
- Native Microsoft Teams integration with collaboration spaces
- Seamless Outlook and SharePoint connectivity
- Real-time document sharing and co-authoring
- Centralised communication logs and client record syncing
- Secure messaging and video conferencing
Business Intelligence
- PowerBI integration with customisable dashboards
- Real-time matter updates and pipeline visualisation
- Predictive analytics for opportunity forecasting
- Advanced reporting for practice area performance
- Campaign management and ROI tracking
Security & Compliance
- Enterprise-grade security with role-based access control
- GDPR compliance and ISO certifications
- Multi-factor authentication and data encryption
- Regular security audits and automatic backups
- Secure remote working solutions
Why Choose MatterX Legal Connect?
Microsoft-Native Solution: Built on the trusted Dynamics 365 platform with deep integration across your existing Microsoft 365 environment.
Legal-Specific Design: Custom fields, workflows, and business processes tailored specifically for Australian law firms, including practice areas, referrers, and matter lifecycles.
Scalable for All Firm Sizes: Whether you're a sole practitioner or large firm, our solution grows with your practice needs.
Proven ROI: Streamline operations, improve client engagement, and increase billable hour capture with AI-driven automation.
Perfect For:
- Law firms seeking unified sales, marketing, and matter management
- Legal operations teams requiring visibility into lead qualification and client onboarding
- Practice group leaders tracking performance across client types and practice areas
- Partners and lawyers managing referrer relationships and matter pipelines
Integration Capabilities:
- Microsoft Teams, Outlook, SharePoint, and OneDrive
- PowerBI, PowerApps, and Power Automate
- InfoTrack for legal searches
- LinkedIn Sales Navigator
- MatterX Legal Finance (Dynamics 365 Business Central)
Ready to transform your legal practice? Experience the power of AI-driven legal practice management with MatterX Legal Connect. Book your demonstration today and discover how Microsoft's enterprise technology can revolutionise your firm's efficiency and client service delivery.
Built by legal professionals, for legal professionals. Powered by Microsoft Dynamics 365.
