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Welcome to MatterX

MatterX is a business management solution for legal organisations that automates and streamlines business processes and helps you manage your business. Highly adaptable and rich with features, MatterX enables law firms and legal departments to manage their legal operations, including finance, trust accounting, matter management, legal project management, invoicing, timesheets, and more.

Overview

MatterX is fast to implement, easy to configure, has a modern product design, and provides a consistent user experience across Mac, PC, desktop computer, laptop, and mobile device. Here you can find information about using MatterX in your legal organisation. Find links to descriptions of the most commonly used capabilities in the Business Functionality section.

MatterX includes tooltips for fields and actions and teaching tips for some of the most important pages that can help guide you through the various business processes. On each tooltip and teaching tip, choose the Learn more link to open Help for the page in question. On all pages, use Ctrl+F1 on your keyboard to open Help for the page in question. On any device, use the question mark in the upper right corner to get to the Help and Support page and product Help.

The following sections point to key articles that can help you get started with MatterX.

Getting Started Topics