MatterX Legal Connect – Finance Integration
by MatterX
AI-powered legal CRM and matter management built on Dynamics 365 for law firms and legal teams.
MatterX Legal Connect - Finance Integration
AI-powered legal practice and financial management—unified on Microsoft Dynamics 365 for Australian law firms.
MatterX Legal Connect (Finance Integrated) brings together client relationship, case management, and legal-specific financial operations in one seamless platform. Built natively on Microsoft Dynamics 365 Sales and integrated with MatterX Legal Finance (powered by D365 Business Central), this solution is tailored for law firms seeking end-to-end visibility—from lead to ledger.
Key Features
Client, Matter & Finance Integration
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Integrated time recording and approval synced to finance
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Unified client, matter, contact, and account management across CRM and finance
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Seamless opportunity-to-matter conversion with finance-ready records
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Real-time WIP, trust, and debtor insights in the CRM
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Referrer and client billing history surfaced in matter views
AI-Powered Productivity
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Microsoft Copilot integration for drafting, summaries, and task generation
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AI-generated communication templates and document drafting suggestions
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Predictive prioritisation for clients, matters, and financial tasks
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Natural language insights for pipeline, matter status, and financial forecasts
Collaboration & Workflow
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Microsoft Teams integration with collaborative matter spaces
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Outlook and SharePoint connectivity for document and comms tracking
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Centralised client communications synced across CRM and finance
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Built-in task flows connecting matter stages to finance checkpoints
Business Intelligence
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Power BI dashboards spanning client, matter, and finance KPIs
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End-to-end pipeline tracking from lead to bill collection
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Forecasting and practice performance analytics tied to financial outcomes
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Campaign ROI linked to actual billing and receivables
Security & Compliance
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Enterprise-grade security with Microsoft 365 governance
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GDPR, ISO, and local legal compliance standards
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Role-based access controls across CRM and Finance
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MFA, encryption, audit trails, and secure cloud infrastructure
Why Choose MatterX Legal Connect with Finance Integration?
Unified Legal Operations: Eliminate silos between front office and back office—connect client intake, casework, billing, and trust seamlessly.
Legal-Specific Design: Custom fields, workflows, and business processes tailored specifically for Australian law firms, including practice areas, referrers, and matter lifecycles.
Scalable & Future-Ready: Whether you’re consolidating systems or modernising legacy tools, MatterX grows with your firm.
Proven ROI: Save time, increase billable hours, and gain full visibility into your legal and financial operations with one integrated Microsoft-powered solution.
Perfect For:
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Firms needing full CRM + legal finance visibility
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Practice groups managing both client service and cost recovery
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Legal operations and finance teams tracking performance and compliance
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Lawyers and partners seeking real-time insights into billing and trust
Integration Capabilities:
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Microsoft Teams, Outlook, SharePoint, and OneDrive
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Power BI, Power Apps, and Power Automate
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InfoTrack for legal searches
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LinkedIn Sales Navigator
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Legal Finance (Dynamics 365 Business Central)
Modernise your legal operations. Unify your client and finance workflows.
Book a demonstration today and experience MatterX Legal Connect (Finance Integrated)
Built by legal professionals, for legal professionals. Powered by Microsoft Dynamics 365.
