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.