Legal Case Management Software for Attorneys | Matter365

Get organized, bill more, and focus on what really matters with Matter365

Matter365 helps law firms get organized, bill more and focus on what really matters. We supercharge commonly adopted services like Microsoft Office 365 and add our own proprietary applications to enable powerful but simple practice management.

Running a successful legal practice is not easy, particularly with a small team – or no team at all.

If you are like many small or solo practices the amount of time spent on administration may be having a real impact on your bottom line. And to make   things worse you may not be getting full credit for all the work you are doing on client Matters. But there is a solution to this problem – designed specifically for firms like yours.

At Matter365 we believe that technology can be used to simplify the day to day life of law firms, without needing in-house tech resources to  deploy and operate. We supercharge Microsoft Office 365 and other leading online services to manage, plan, monitor and bill for client work all from one place. With our proprietary management dashboards, time tracking and accounting management features, its never been easier to maximize billing, work as a team and have a more profitable, and less stressful, workday.

All The Features You Need To Get Organized,
Bill More And Focus On What Really Matters

Matter Management

Your documents, tasks, emails and time spent all associated with the relevant matter. Fill in a few details to set up the Matter; and we automatically organize it in each Office 365 application. The dashboard makes everything associated with the Matter just one click away.

Document Management

Harnessing the native power and security of Microsoft Office 365 cloudbased storage, Matter365 automatically creates Matter-based folders and associates and stores documents, emails, and attachments. Then securely share those documents with your team.

Conflict Check

Search through contacts, documents, emails, tasks; even calendar events and have any instances of your search appear in a list with a link to the appropriate source. Clear conflicts early and reliably.

Time tracking

Timers are always available in the applications you use most, whether on a call, in an email, creating or assembling documents, with just a click, your time can be logged for that Matter. When you are ready, move the activity to billing and create an invoice for approval and delivery.

Trust Accounting

Accounting systems can be powerful but not always easy to configure and use in a way that meets your law firm’s needs. Matter365 makes complex tasks like setting up and managing Trust accounts a much quicker and easier process.

Billing

Making it easy to invoice and bill for all the work you do. The timer feature creates a docket list for you to review all your activity and with a click, create an invoice and move the billable events to QuickBooks Online. Never lose billable time again.

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Get started today​

Matter365 is a cloud-based service and utilizes the cloud capabilities of Microsoft Office 365 and QuickBooks Online. That means your Matters and documents are available whenever and wherever you are. Not connected to the internet? No problem. Documents can also be stored and available on your computer.