Office 365 Case Management and More | Matter365

Modern Matter Management

Manage your practice through a single pane of glass, with features designed for lawyers, CPAs, and administrators alike. Benefit from the robust Microsoft applications and manage your modern legal practice from one place with Matter365.

Manage your legal practice in one place

Enterprise grade security

All of your client data is securely stored in Microsoft Azure Cloud, where more than 3,500 global cybersecurity experts work to help safeguard it.

Task management

Comprehensive task management system powered by Microsoft Office 365 Planner allows you to stay on top and collaborate with your teams in real time.

Time tracking

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 to the client.

Document management

Leveraging the robustness 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 and your clients, at any time.

Trust accounting

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 an overview of all funds held in trust right in Matter365, with tools to effectively manage them.

Matter management

Your documents, tasks, emails and time spent are all associated to a relevant matter. In the background, we harness the power of Microsoft’s applications - such as Teams, Sharepoint, Planner, and others, so that your client data never leaves your Office 365 subscription.

Created by potrace 1.10, written by Peter Selinger 2001-2011

Invoicing

Send electronic invoices, and get paid for your work faster. Generate bills at a click of a button directly through QuickBooks Online, or export your billable hours for import into your alternative accounting system.

Email collaboration

Tag emails and attachments to a matter, and make them available for your team in real time to collaborate - all from your Outlook.

Created by potrace 1.10, written by Peter Selinger 2001-2011

Conflict check

Our powerful conflict check searches through your entire firm’s document archive, contacts, tasks, notes, emails and attachments to report any potential conflicts over a new client.

Integrated reporting

Have an overview of your practice at a glance with the Matter365 dashboard. See recent matters, task statuses, time worked summaries, earnings and account receivables - and easily understand how your business is doing.

Practice Management Buyers Guide: Take a look at LegalTech Publishing in partnership with Above the Law

Modern Workplace For Your Firm​​

Running your firm has never been easier with Matter365. Quickly integrate our solution into your daily workflow to provide you and your team the tools they need to succeed.

Save time

Minimize headaches in version control, reduce reconciliation of records, and take back control of your inbox​

Bill more

With your administrative tasks taken care of, get back to focusing your time where it matters the most: on your clients​

Work Smarter

Streamline your legal ops with a practice management solution built on top of Microsoft 365

The easiest and most secure way to run your firm

With our Matter-centric approach, manage your client correspondence, your documents, and your billing all through one, centralized dashboard.
Matter-centric Centralized Dashboard
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Get started today​

Running your practice has never been easier