Matter365

Matter365 gives law firms a way to run cases, documents and billing without leaving Microsoft 365. Instead of adding a separate system, it runs over Groups, OneNote and Outlook, so each matter lives in tools lawyers already know. The company is listed in Canada.

What Matter365 offers

• Matter-centric workspace — keeps documents and tasks for each case together, so staff do not switch between unrelated apps.
• Document and task management — uses Microsoft Groups to hold files, assign work and track who is responsible.
• Time and expense tracking — records billable work in the product and syncs both ways with QuickBooks Online for invoicing and reports.
• Payments through Gravity Legal — an integration with a payment processor built for law firms, aimed at faster collections and cleaner accounts receivable.
• Onboarding support — a customer success team helps with data migration, setup and staff training.

Who it works with

The product is aimed at law firms of the kind already running on Microsoft 365; one published case study describes an estate planning practice using it.

Key facts

• Based in: Canada
• Platform: built on Microsoft 365, with client data held in Microsoft Azure Cloud
• Integrations: QuickBooks Online and Gravity Legal