Matter365 is a legal practice management solution that integrates with Microsoft 365. Although unclear mobile access details tend to limit flexibility, accurate invoicing simplifies billing for firms. It enhances case management, time tracking, and team collaboration and helps law firms streamline their workflows and boost overall productivity.

Matter365 Specifications

Case Management

Document Management

Client Management (CRM)

Billing & Invoicing

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What Is Matter365?

Matter365 is an all-in-one legal practice management software built for law firms of all sizes. It integrates seamlessly with Microsoft 365, offering key features like case management, time tracking, billing, and invoicing. Matter365 software helps improve collaboration and manage workflows more efficiently. Furthermore, it empowers law firms to simplify daily operations, ensure compliance, and track performance, ultimately leading to enhanced productivity and a smoother case management process.

Matter365 Pricing

Matter365 offers a single plan with the options of monthly or annual billing:

  • $29.99/user/month (billed annually)
  • $37.99/user/month (billed monthly)
It also provides a 30-day free trial to help users explore its features. Get pricing as per your requirements and budget.

Disclaimer: Prices are subject to change.

Matter365 Integrations

Matter365 has integration arrangements with QuickBooks Online and Gravity Legal. Watch the Matter365 demo to learn more about its integration.

Who Is Matter365 For?

Matter365 is designed for law firms and legal professionals seeking an integrated, efficient practice management solution. It is ideal for small to mid-sized firms that use Microsoft Office 365 and want to systemize case management, billing, and collaboration in one platform.

Is Matter365 Right For You?

Matter365 is ideal for law firms looking for a streamlined practice management solution. It seamlessly integrates with Microsoft 365 to simplify case management, billing, and collaboration. With user-friendly features like accurate invoicing and time tracking, it’s a great choice for small to mid-sized firms.

Are you still thinking about whether Matter365 is a good option? Our professional support team is waiting for your call at (661) 384-7070 to help you make a better decision.

Matter365 Features

This powerful feature allows you to securely store client data in Microsoft Azure Cloud, protected by over 3,500 cybersecurity experts, ensuring top-level security for sensitive information.

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Task Management feature helps you stay organized using Microsoft Office 365 Planner. It allows users to manage tasks and collaborate with their teams in real time, keeping everyone on track.

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This useful feature by Matter365 lets users track their time easily by clicking a timer for calls, emails, or document creation, helping users to bill accurately and quickly generate invoices.

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This robust feature allows users to organize and store documents within matter-based folders, automatically associating them with relevant matters and sharing them securely with your team or clients.

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Trust accounting feature simplifies trust account management by integrating QuickBooks online, giving you a clear overview of all trust funds and allowing easy tracking and management of finances.

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This feature by Mtter365 keeps all your client data, documents, tasks, and time organized under relevant matters, fully integrated with Microsoft tools like Teams, SharePoint, and Planner.

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This helpful feature lets you create and send electronic invoices quickly by connecting to QuickBooks Online or exporting data to other accounting systems for faster payments.

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Pros and Cons of Matter365

Pros

  • Simplifies billing with accurate invoices and easy billing cycle management
  • Built-in time tracking for easy logging of billable hours during activities
  • Simplifies trust accounting with automated tools and compliance checks
  • Provides integrated reporting to track firm performance and make decisions

Cons

  • Mobile access details are unclear, possibly limiting flexibility for on-the-go use
  • Few features overlap with Microsoft 365 tools, causing redundancy
  • Customization options do not meet all law firm requirements

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Frequently Asked Questions

No, Matter365 does not offer an API.