# Matter365

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/matter365
- **Dataset:** https://optimly.ai/brand/matter365.json
- **Markdown:** https://optimly.ai/brand/matter365/llms.txt
- **Official website:** https://matter365.com
- **Slug:** matter365
- **Categories:** legal-technology

## Overview

- **Tagline:** The only legal practice management solution fully integrated with Microsoft 365, built on top of Office 365, and secured by design with client data stored in Microsoft Azure Cloud.
Source: Brand's website (https://matter365.com) · 2026-10-04

- **Description:** Matter365 is a legal practice management solution fully integrated with Microsoft 365, designed to streamline law firm operations, manage client data securely in Microsoft Azure Cloud, and automate processes like document management, task management, billing, and reporting.
Source: Brand's website (https://matter365.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - Legal practice management software offering matter management
  - document management
  - task management
  - time and expense tracking
  - invoicing
  - reporting
  - and integrations with QuickBooks Online and Gravity Legal for payments. All built on top of Microsoft 365.
Source: Brand's website (https://matter365.com) · 2026-10-04

- **Pricing:** Offers a 30-day free trial; specific subscription pricing model not detailed in the provided text.
Source: Brand's website (https://matter365.com) · 2026-10-04

## Audience

- **Target industry:** Law firms, legal practices, and lawyers seeking an integrated, secure, and efficient solution for managing their operations, particularly those utilizing Microsoft 365.
Source: Brand's website (https://matter365.com) · 2026-10-04

Page last updated 2026-10-17.