Business Functionality Overview

MatterX is Legal Practice Management Software enabling you to run your Legal Finances, Matter Management, Trust Accounting, Client and Contact Management, Document Management, as well as Precedent and Document Automation all from one platform.

MatterX provides functionality for common legal operation processes in small and mid-sized law firms and legal departments.

MatterX includes standard configurations for most business processes, but you can change the configuration to suit your business' needs. From your Role Centre, you can access assisted setup guides that help you configure certain scenarios and add features to MatterX. Several areas of business functionality must be set up manually. The MatterX Recommended Setup can help you take the first steps into making MatterX your own.

To	See
Manage your general ledger, sales and purchase processes, make and collect payments, manage your cash flow, prepare year-end closing, and manage fixed assets.	Finance Overview
Manage matter processes and information such as record time entries, manage matter tasks, manage WIP, create matter documents; manage matter budgets, monitor progress, and track employee hours; calculate invoice estimates, process trust accounting, and perform InfoTrack searches. Manage your Safe Custody register.	Matters Overview
Manage trust payments, transfers, receipts, bank accounts, and trust ledger accounts.	Trust Accounting
Record and manage client and contact details, preferences, rates, and alternative addresses.	Client and Contact Management
Work collaboratively by tracking comments, edits and versions of documents; easily search for documents within MatterX or Sharepoint; upload and download documents within MatterX.	Document Management
Create document and precedent templates to automatically add client, contact and matter fields.	Precedent and Document Automation