Matter365 - Cloud Solution for Lawyers

Matter365 is a legal practice management software that integrates with Microsoft Office 365, enabling users to manage legal tasks, billing, and tracking through familiar tools. It features secure client data storage on Microsoft Azure Cloud, along with functionalities for time tracking, expense management, and integration with accounting platforms like QuickBooks Online and Gravity Legal.

• Category: Practice Management
• Location: Toronto, Ontario, Canada
• Founded: 2018-01-01
• Website: https://matter365.com

Product & Features

• Manages all legal matters, documents, tasks, and communications within a centralized system.
• Integrates seamlessly with Microsoft 365 applications like Teams, SharePoint, and Outlook.
• Securely stores all client data in Microsoft Azure Cloud.
• Provides one-click time tracking, electronic invoicing, and QuickBooks Online billing integration.
• Simplifies trust accounting management with direct integration to QuickBooks Online.
• Offers comprehensive task management and real-time team collaboration via Microsoft Planner.
• Performs firm-wide conflict checks across all documents, contacts, and communications.
• Delivers an integrated dashboard for real-time practice overview and performance reporting.

Recent News

• Intro to Matter365 - Legal Software for law firms fully integrated with Microsoft 365 (2021-10)
• The Modern Law Firm Episode 3: Culture, Distributed Firms & Flexibility (2021-09)

Integration partners

• Confido Legal
• Microsoft
• Microsoft 365
• Office365
• QuickBooks

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