Matter365 is a legal practice management platform built on Microsoft 365, enabling law firms to manage documents, tasks, and billing processes within a familiar environment. It addresses inefficiencies in time tracking and invoicing, allowing firms to streamline operations and improve cash flow through integrated payment processing.
Funding
$650K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Law firms often struggle with inefficient workflows due to disparate systems for document management, task assignment, time tracking, and billing, leading to lost billable hours and delayed payments. Managing these processes across multiple applications can be time-consuming and increase the risk of errors.
Solution
Matter365 is a legal practice management platform fully integrated with Microsoft 365, providing law firms with a centralized environment to manage their daily operations. By leveraging familiar Microsoft tools like Outlook, OneDrive, and Planner, Matter365 streamlines document management, task assignments, and communication within a secure and unified system. The platform offers built-in time and expense tracking, automated invoice generation, and a two-way sync with QuickBooks Online to accelerate billing cycles. With Matter365, law firms can optimize workflows, reduce administrative overhead, and improve cash flow through integrated payment processing.
Target Audience
Matter365 is designed for small to medium-sized law firms seeking to streamline their practice management processes and leverage their existing Microsoft 365 subscriptions.
Features
- Native integration with Microsoft 365 applications, including Outlook, OneDrive, and Planner
- Matter-centric document management with secure file storage in Microsoft Azure Cloud
- Task management with assignment and oversight capabilities using Microsoft Planner
- Automated time and expense tracking for accurate billing
- Two-way synchronization with QuickBooks Online for streamlined accounting
- Integration with Gravity Legal for secure online payment processing
- Customizable matter statuses to track progress and manage deadlines
- Outlook and Office 365 add-ins for easy access to Matter365 features