Small Firm Mid-Sized Firm

Matter365

Legal practice management built into Microsoft 365, so your matters, documents, emails, tasks, billing, and team stay connected.

Hourly Billing Flat Fee Billing Integrates with Confido Legal Featured

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Make Microsoft 365 Work Like It Was Built for Your Law Firm

If your firm already runs on Microsoft 365, Matter365 gives you a way to manage your practice without introducing an entirely separate ecosystem. It creates dedicated, matter-specific workspaces across the Microsoft applications your team already knows, keeping emails, documents, tasks, calendars, contacts, and other case information organized around the work.

Matter365 also adds the legal-specific functionality Microsoft 365 doesn't provide on its own, including time and expense tracking, billing, trust accounting, conflict checks, reporting, and matter management.

With integrations for QuickBooks and Confido Legal, firms can extend those workflows into accounting and payments while keeping matter and financial information connected.

Company Matter365

Founded 2018

Headquarters Toronto, Ontario

Firm Size Solo, Small & Mid-Sized Firms

Deployment Cloud / SaaS

Free Trial Yes (30 Days)

Starting Price $29.99/user/mo, billed annually

Reviews Capterra
G2

Key Capabilities

Matter365 brings legal practice management into the Microsoft 365 environment, connecting the tools your firm already uses around each client and matter.

Matter Management

Create a centralized workspace for each matter that connects documents, emails, contacts, tasks, calendars, time entries, expenses, and billing information.

Microsoft 365 Integration

Connect matters directly with Outlook, OneDrive, SharePoint, Planner, Teams, OneNote, and other Microsoft 365 tools your firm already uses.

Document & Email Management

Organize documents, emails, and attachments by matter while keeping files stored within your firm's Microsoft 365 environment.

Task & Calendar Management

Manage assignments, deadlines, appointments, and matter activity using Microsoft Planner and Outlook calendars connected directly to each matter.

Time Tracking & Billing

Capture billable time and expenses, support hourly and flat-fee billing, generate invoices, and keep financial activity tied to the appropriate matter.