# Matter365 Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Matter365 Software - reviews, pricing plans, popular comparisons to other Law Practice Management products and more.

Source: https://www.capterra.com/p/195160/Matter365

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# 

 Matter365 Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

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

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

Matter365

## What is Matter365?

Full-featured legal practice management software that is fully integrated with Microsoft Office 365. Matter365 provides a Matter Centric approach to practice management for firms of all sizes, enabling you to fully manage your practice without having to jump in and out of various disparate applications. Our matter-centric approach will unlock the true power of Office 365 while adding law firm-specific features like time tracking, project management, simplified invoicing, and trust management.

## What is Matter365 used for?

[Law Practice Management](https://www.capterra.com/law-practice-management-software/)[Legal Calendar](https://www.capterra.com/legal-calendar-software/)[Legal Billing](https://www.capterra.com/legal-billing-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

CA$29

Flat Rate, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Matter365?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://matter365.com&name=Matter365)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Matter365

5.0 (1)

VS.

[4.6 (789)](https://www.capterra.com/p/115613/MyCase/reviews/)

Starting Price

CA$29

Flat Rate, Per Month

Starting Price

$49

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (1)

Ease Of Use

4.6 (785)

Value For Money

5.0 (1)

Value For Money

4.5 (716)

Customer Service

5.0 (1)

Customer Service

4.6 (732)

## Matter365 alternatives

[4.7 (524)](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (1,692)](https://www.capterra.com/p/105428/Clio/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (327)](https://www.capterra.com/p/157262/QuickBase/reviews/)

Starting price

$35.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.4 (286)](https://www.capterra.com/p/140815/Filevine/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

## 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

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Automatic Billing

Setup and send recurring or automated bills

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Matter365 27 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Setup and send recurring or automated bills

Create, manage, and send invoices or bills to customers

Track and manage schedules and meetings via an integrated calendar

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

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

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Search and check for conflicts of interest or statutes of limitations

Track, store, and access client contracts or licenses

Assign categories, labels, tags, or attributes to documents for organization, search and storage

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

Manage, store and organize emails within the system or via third-party apps

Monitor and record expenses such as purchases or charges incurred

Search for specific words or phrases within a document or database

Systematic approach to handling legal cases, matters, or projects within a law firm or legal department

Manage and support multiple locations

Accept, record, and reconcile financial transactions

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

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Measure and track time including hours worked and paid time off (PTO)

Manage bookkeeping for client trust accounts

Track revisions and updates made to files and navigate between different versions

Get Advice

We can help you find the software with the features you need.

Features

4.0 (1)

4.0

Based on 1 reviews

## Pricing

Value for money

5.0 (1)

Free Trial

Free Version

Basic

CA$29.00

Flat Rate,Per Month

Value for money

5.0 (1)

5.0

Based on 1 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (1)

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

Customer Service

5.0 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

DC

Dena C.

Managing Member

Law Practice

### "M365 is a Great Tool for a Small Practice"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 16, 2021

Really positive. I used another document management system prior to M365, which was more expensive and less useful. I'm glad that I made the switch.

Pros

Many of its features mirror those I was used to when working at a larger firm and it integrates seamlessly with my 0365 subscription. Also, the training and support are fantastic! M365 provides access to great support and one-on-one training. Finally, when I provide feedback about functionality improvement, M365 listens and has even implemented changes based on the feedback.

Cons

Email filing is still a little clunky and must be done one at a time.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

## Top-rated software of 2026

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)