MatterX

MatterX is ranked #1 of 41 in trust accounting software on The Geeks Club. It runs on Web. There is a free plan.

MatterX plans and pricing

Good Minutes Free Up to 5 matters · Automatic activity capture · 6-minute billing increments · Privacy controls matterx.com.au · 30 Sept 2026

Base Not published Solo practitioners and small firms (1–5 lawyers) · Unlimited matters and clients · NSW Law Society-certified trust accounting · SharePoint document management · Microsoft 365 integration matterx.com.au · 30 Sept 2026

Premium Not published Mid-market and enterprise firms (30+ lawyers) · Everything in Professional, plus SharePoint DMS, Dot to Dot, Word Up, managed services, custom integrations, dedicated account manager, custom Power BI dashboards matterx.com.au · 30 Sept 2026

Professional Not published Growing firms (5–30 lawyers) · Everything in Base, plus Frontdesk preview, Contra, Fresh Press, eight Crew AI agents, priority support (8h response), quarterly business reviews matterx.com.au · 30 Sept 2026

Compared on trust accounting software

Free plan: Yes
Three-way reconciliation: Yes
Bank reconciliation: Yes
Disbursement approvals: Yes
Compliance reports: Yes
Matter limit: 5 matters

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MatterX

Purpose: MatterX provides law firm practice management, trust accounting, and legal finance, with additional productivity tools for Australian and New Zealand law firms.
Core platform: MatterX Legal Finance runs natively on Microsoft Dynamics 365 Business Central.
Matter management: The Legal Finance suite includes client and matter lifecycle management, time entry, diary management, and a safe custody register.
Trust accounting: The trust accounting page states that the product is NSW Law Society certified and includes three-way reconciliation, statutory deposits, controlled money handling, and audit trails.
Microsoft integrations: The platform lists integrations with Outlook, Teams, SharePoint, OneDrive, Power BI, Power Automate, Power Apps, Copilot, and Dataverse.
Xero: MatterX offers a configuration that keeps Xero for general accounting and syncs it with MatterX matters, billing, and trust accounting.
Frontdesk: Frontdesk is an Outlook add-in in preview that syncs emails, meetings, and calls to matters and SharePoint.
AI tools: MatterX describes Crew as a suite of eight AI agents that can take actions inside Business Central, and says the agents are in preview.
Product availability: The pricing page marks Contra and Fresh Press as coming in 2026 and SharePoint, Dot to Dot, and Word Up as coming in 2026.
Security: The Legal Finance page says firm data lives in Microsoft Dataverse and authentication uses Microsoft Entra ID single sign-on.
Trust controls: The trust accounting page lists dual authorisation for payments, user access controls, a prohibition on backdating, and compliance exception alerts.
Support: MatterX says its plans include implementation and training, and its pricing page lists Australian-based support for Base and priority support with an 8-hour response for Professional.
Data portability: The pricing page says all plans include free data export at any time and month-to-month contracts.
Maker: MatterX identifies MatterX Pty Ltd as the product company; its About page lists an address at Level 14, 167 Eagle St, Queensland 4000.
Price from: Free

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Where it ranks on The Geeks Club

Best Trust Accounting Software in 2026#1 of 41

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Sources

matterx.com.au· checked 30 Sept 2026
matterx.com.au/platform/legal-finance· checked 30 Sept 2026
matterx.com.au/platform/trust-accounting· checked 30 Sept 2026
matterx.com.au/products/frontdesk· checked 30 Sept 2026
matterx.com.au/platform· checked 30 Sept 2026
matterx.com.au/pricing· checked 30 Sept 2026
matterx.com.au/about· checked 30 Sept 2026