# MatterX Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about MatterX Software - reviews, pricing plans, popular comparisons to other Legal Case Management products and more.

Source: https://www.capterra.com/p/10046060/MatterX

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# 

 MatterX Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 11, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support)

MatterX

## What is MatterX?

MatterX is practice management for Australian and New Zealand law firms — built on Microsoft Dynamics 365 Business Central, with SharePoint documents and Outlook email sync. In most firms, practice management, documents, email and accounting live in separate tools. MatterX runs them as one connected system inside Microsoft. Trust accounting is NSW Law Society certified, accepted across Australian state law societies via reciprocity. Three-way reconciliation and statutory deposits built in. Two deployment paths: MatterX + Xero for small firms (2-4 weeks), or full Business Central with multi-entity reporting and Power BI for mid-market firms (4-6 weeks). Because firm data sits in Microsoft, existing Microsoft Copilot subscriptions can summarise contracts, answer questions across matters, and search the firm's library in plain English. Month-to-month pricing, no lock-in. Live on Microsoft AppSource. Built by DataChef, a Microsoft Partner with 50+ enterprise implementations.

## What is MatterX used for?

[Legal Case Management](https://www.capterra.com/legal-case-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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### Starting price

Free trial not available

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## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Billable & Non-Billable Hours

Track billable hours and/or non-billable expenses for work performed

MatterX 26 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Track billable hours and/or non-billable expenses for work performed

Create, manage, and send invoices or bills to customers

Track and manage schedules and meetings via an integrated calendar

Access and track notes regarding case activities and updates within case files

Manage contact details and communication with clients

Manage and track all internal and external communication conducted via calls, email, text, or chat

Search and check for conflicts of interest or statutes of limitations

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Specify or track the date/time a project, task, etc., is due for completion

Store, manage, and track all electronic documents in a centralized location

Search for specific words or phrases within a document or database

Use AI to generate content in the form of text, images, videos, etc.

Access the system via a mobile application

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Manage bookkeeping for client trust accounts

Create, design and manage workflows for repetitive tasks

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## Pricing

### Starting price

Free trial not available

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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