We believe that technology can be used to simplify the day to day tasks of a law firm – without needing techies to deploy it. Bringing together innovative Microsoft solutions into a unified law firm practice management platform, Matter365 makes a lawyers’ day simpler and more productive. One cloud-based dashboard provides a matter centric approach to time tracking, documents, email, tasks and even invoicing with accounting integration.
Try it for free and if you like it pay only $29.00 per month for the first year.
Clients and their cases are at the heart of your business, so we take a matter centric approach to everything we do. Your documents, tasks, emails and time spent are all associated to the relevant matter. Use a form to set up a client and a matter, we take care of creating the Office 365 applications to support them.
Enabling the powerful Office 365 Planner to be better utilized for your firm. Planner offers a highly visual way to organize and assign tasks, share files and chat about what you are working on. See a status of all your tasks at a global and matter level from your Matter365 dashboard. Plans are automatically created when you create a new matter so just click and use.
Regardless of how you bill, ensuring that activity is tracked to the appropriate case is a top priority. Whether on a call, in email, creating or assembling documents just click on the always available timer and your time is logged for that matter. When you are ready, move activity to billing and create an invoice for approval and delivery.
Matter365 leverages the security of Office 365 meeting the most recognized and stringent security standards including multiple layers of physical security, data encryption and regular back-up.
Harnessing the native power and security of Microsoft Office 365, Matter365 automatically creates matter-based folders, associates documents to matters, stores emails and attachments and enables the sharing of documents with your team on any device, at any time.
Have an overview of your practice in a glance with the Matter365 dashboard. See recent matters, task status, time worked summaries and important links all in one view. For more details just click on the tile and drill down to a dashboard for each matter.
Making it easy to bill for all the work you do. The timer feature creates a file for you to review all your activity and with a click, move the billable events to QuickBooks online. Easily see what activity has been invoiced and what has not.
It is easy for emails to proliferate and end up misfiled. Matter365 lets you tag each email to a case, including attachments. Email saved to a matter can then be made available to the team for collaboration. And while working in email keep track of time with the timer application – available right in your Outlook.
Accounting systems can be powerful, but not always easy to configure in a way that meets your law firms requirements. Matter365 makes complex tasks like setting up trust accounts into a much quicker and easier process. Using accounting packages like QuickBooks online in the background, you will have overview of all funds held in trust right in Matter365, with tools to effectively manage them.
Checking a potential new client for a conflict of interest is easy with the Matter365 conflict check feature. With the click of a button, Conflict Check will search through documents, contacts, tasks, notes and emails and report back any matches.
Cloud-powered Office 365 has the applications you know and rely on – always up to date and accessible from virtually anywhere. But legal professionals face some unique challenges. They must provide great service to their clients, ensure compliance, make sure they accurately attribute their time to billable activity, and hopefully have enough time left over to enjoy life. So, a firm’s investment in services should support these challenges and make a real positive impact on their business. Taking one of the most commonly used applications used by law firms, Office 365, we have created Matter365 – Office 365 for law firms. We transform the worlds leading productivity suite to a matter centric service that supports many of the primary work-day challenges faced by lawyers.
If you are selling Office 365 to law firms, we have made it easy to add more value to your customers through a service that transforms Office 365 to a law firm centric service. We built Matter365 to make technology easy for Law Firms but with the understanding that they often depend on the advice and services of knowledgeable technology consultants and service providers like you. So, we created our platform to make it easy for you to manage and scale from one to hundreds of customers.
Office 365 is a world class productivity suite but Matter365 makes it law firm centric providing real value to solo practices and small firms. Happy customers stay longer and refer their friends and colleagues.
Matter365 enables you to increase revenue and margin when selling Office 365 to your lawyer customers. Transforming general productivity apps to matter centric services your lawyer customers will love.
Architected for you to add and securely manage your customers and highly scalable to support your growing business
We have the tools to get you started, and our APIs enable you to easily integrate into your systems and applications
The promise of technology was to make running a law firm easier and in some respects, it has. Storing and searching through boxes of paper files is replaced by a quick search on a laptop from anywhere any time. Time tracking has moved from paper records to a click of a button. But with each innovation comes a learning curve, systems to integrate, and cost.
Matter365 lives to reduce complexity and enables common, best in class services to be managed the way a law firms needs them to be. One intuitive interface brings it all together and lets you work more effectively.
At Matter365 we are focused on enabling you to harness the true power of Office365 without needing to manage all the underlying Microsoft applications. Together we have brought together a team of like minded experts from active attorneys, software developers, and distribution leaders to make technology simple for law firms like yours.
Co-founder & CTO
Co-founder & CFO
Co-founder & Director
Head of Product Development
Legal Innovation Advisor