
Matter365
Matter365 is practice management software for small law firms, built on Microsoft 365
- Document Indexing
- Online
- Business Hours
- Documentation
- +28 more

About Matter365
Matter365 runs a law practice inside the Microsoft 365 tools that lawyers already know. It is aimed at agile lawyers and lean firms, and it organises work around each client matter.
What Matter365 does
- Matter-centric management: documents and tasks kept together for each matter.
- Microsoft 365 use: Groups, OneNote and Outlook shared across the team.
- Billing: time and expense tracking, invoices and reports, with two-way sync to QuickBooks Online.
- Payments: an integration with Gravity Legal, a payment platform for law firms, for collections.
- Onboarding help: a customer success team guides migration, setup and training.
Key facts
- Data storage: Microsoft Azure cloud
- Category: legal calendar and practice management software
Profile written by TrustList from the business's own published information, Oct 2026.
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Categories & features
- Document Indexing
- Online
- Business Hours
- Documentation
- Webinars
- Live Online
- Web-Based, Cloud, SaaS
- Case Defined Timekeepers
- Automatic Billing
- Trust Accounting
- Legal Case Management
- Conflict Management
- Multi-Office
- Completion Tracking
- Email Management
- Reminders
- Task Management
- Expense Tracking
- Status Tracking
- Time Tracking
- Client Portal
- Calendar Management
- Accounting Management
- Full Text Search
- Archiving & Retention
- Access Controls/Permissions
- Contract Management
- Document Management
- Billing & Invoicing
- Collaboration Tools
- Case Management
- Version Control
Rankings
- Legal calendar software › Billing invoicing#1
- Legal calendar software › Legal case management#1
- Legal calendar software › Email management#1
- Legal calendar software › Client portal#1
- Legal calendar software › Expense tracking#1
- Legal calendar software › Contract management#1
- Legal calendar software › Case management#1
- Legal calendar software › Time tracking#1
- Legal calendar software › Conflict management#1
- Legal calendar software › Case defined timekeepers#1
- Legal calendar software › Multi office#1
- Legal calendar software › Document management#1
- Legal calendar software › Reminders#1
- Legal calendar software › Completion tracking#1
- Legal calendar software › Status tracking#1
- Legal calendar software › Calendar management#1
- Legal calendar software › Web based cloud saas#1
- Legal calendar software › Task management#1
- Legal case management software#3
As of 2026-10-06. Organic ranks only; sponsored placements are never ranks.
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