Matter365 is a legal practice management SaaS platform for law firms, positioned as a firm management system that is “fully integrated with Microsoft 365.” It does not replace Office; instead, it adds matter management, time tracking, billing, accounting, and dashboard capabilities on top of commonly used tools such as Office 365/Microsoft 365, Outlook, SharePoint, Teams, Planner, and OneNote, allowing law firms to manage day-to-day operations through a single interface.
Its core design is matter-centric, meaning documents, emails, attachments, tasks, and time entries are automatically organized around each case or matter. Features mentioned include matter management, document management, task management, time and expense tracking, hourly and flat-fee billing, contact management, reporting, trust accounts, custom fields, dashboards, and advanced conflict checking. Task management is powered by Microsoft Planner, supporting real-time team collaboration, task assignment, and oversight. Documents can be shared with teams and clients, with role-based permissions listed, making it suitable for small law firms that require multi-person collaboration.
Pricing is public: annual billing costs USD 29.99/user/month, while monthly billing costs USD 37.99/user/month. A 30-day free trial is available, but registration requires an Office 365 email address. In terms of integrations, Matter365 is deeply tied to the Microsoft 365 ecosystem, offering an Outlook Add-in and Office365 Add-in, and it supports QuickBooks Online sync for billing and accounting. It also integrates with Gravity Legal for credit/debit card payments, ACH, trust deposit requests, and automatic payment posting. On security, the website states that customer data is stored in Microsoft Azure Cloud and emphasizes a secure-by-design approach, but it does not disclose specific details on compliance certifications, audits, encryption, or data residency.
The main advantages are its low learning curve, especially for solo attorneys, small law firms, or teams without dedicated IT that already use Microsoft 365 and QuickBooks Online. Its matter-based organization can also reduce switching between multiple apps. The drawbacks are its strong dependence on Microsoft accounts and cloud infrastructure, making it less valuable for teams outside the Microsoft ecosystem. Details on API availability, self-hosting, mobile apps, and compliance were not clear in the collected text. For support, the site mentions live support, on-demand training, as well as migration, setup, and training assistance.
The text does not state how well the service works from China. Network connectivity, payments, and compliance fit for Microsoft 365, Azure, QuickBooks Online, Gravity Legal, and related services in China should be verified separately. For Chinese law firms, additional considerations include USD payments, overseas data storage, client privacy, and legal-industry compliance requirements. Comparable overseas alternatives include Clio, MyCase, PracticePanther, and Smokeball. To reduce cross-border dependency, firms could also consider building custom workflows with Microsoft 365 + SharePoint/Teams/Power Automate, or using a local law firm management system.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on matter365.com official site.
matter365.com is an United States SaaS Tools provider. TG4G tracks its product information, an overall rating of 7.0/10, and a China-accessibility score of Limited (proxy recommended). Click "Visit Official Site" to reach matter365.com directly.