Matter365

Matter365 is a legal practice management solution designed specifically for small to mid-sized law firms. It is fully integrated with Microsoft 365, leveraging the suite's productivity tools like Office, Outlook, and OneNote, as well as Microsoft Azure for data storage and security. Matter365 enables legal professionals to manage their entire firm and all matters through a single platform, minimizing time spent on administrative tasks and maximizing billable hours.

The platform offers features tailored to law firms, such as time tracking, billing, trust accounting, and matter-centric document management. It allows firms to generate invoices, run reports, and streamline billing processes with a two-way sync with QuickBooks Online. Matter365 also includes custom fields for tracking specific matter properties, batch invoice creation from work-in-progress reports, and document template management.

In April 2021, Matter365 released platform updates focused on improving billing reports, custom field management, calendar integration, matter data export capabilities, and template handling. The solution is designed to be secure, with client data stored in Microsoft's Azure Cloud and protected by Microsoft's cybersecurity measures.