--- title: "Matter365 Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Matter365 Software - reviews, pricing plans, popular comparisons to other Law Practice Management products and more." source_url: "https://www.capterra.com/p/195160/Matter365/" page_type: "product" language: "en" --- # Matter365 Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 23, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 Includes Free Version 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. [4.7 (529)](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/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 (506) Value For Money 5.0 (1) Value For Money 4.6 (429) Customer Service 5.0 (1) Customer Service 4.6 (482) ## Matter365 alternatives [4.6 (343)](https://www.capterra.com/p/18931/CosmoLex/reviews/) Starting price $119.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [4.8 (70)](https://www.capterra.com/p/177627/Xakia/reviews/) Starting price $95.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.7 (1,742)](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 [4.6 (807)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars ## FAQs about Matter365 Overview ### What company size and specific industries is Matter365 built for? Matter365 is designed for legal firms of all sizes, from small practices to larger firms, and is built specifically for the legal services industry. It suits organizations that need legal practice management and Office 365 integration to manage documents and day-to-day work more efficiently. Features and Usability ### What are the key features of Matter365? Matter365 offers legal case management, case management, and client management tools, along with task management, status tracking, and reminders for matter oversight. It also includes time tracking, a timer, billing and invoicing, payment processing, expense tracking, trust accounting, document management, email management, calendar management, and access controls/permissions. Getting Started and Support ### What training and onboarding options does Matter365 offer? Matter365 provides live online sessions, webinars, and documentation to help teams get started. Live online sessions and webinars support guided training and feature walkthroughs, while documentation gives written reference material for self-paced learning and ongoing setup support. Getting Started and Support ### What customer support options does Matter365 offer? Matter365 provides chat support. User experience details about response speed or helpfulness are not available here, so the support experience cannot be characterized further. ## Features AI summary Based on 1,608 Law Practice Management reviews Capterra data shows that buyers of Law Practice Management software rank the following features as their top priorities: - **Legal Case Management** (**68%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**69%**) - **Document Management** (**49%**) Matter365 supports all three of the features reviewers value most: **Legal Case Management**, **Billing & Invoicing**, and **Document Management**. Together, these capabilities help law firms keep case details organized, manage client billing accurately, and store important files in one place, allowing teams to work more efficiently and maintain better control over day-to-day legal operations. 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 ### All Features - 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 - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Conflict Management: Search and check for conflicts of interest or statutes of limitations - Contract/License Management: Track, store, and access client contracts or licenses - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Management: Store, manage, and track all electronic documents in a centralized location - Email Management: Manage, store and organize emails within the system or via third-party apps - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Full Text Search: Search for specific words or phrases within a document or database - Legal Case Management: Systematic approach to handling legal cases, matters, or projects within a law firm or legal department - Multi-Location: Manage and support multiple locations - Payment Processing: Accept, record, and reconcile financial transactions - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Trust Accounting: Manage bookkeeping for client trust accounts - Version Control: 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.