What Matter365 does

Matter365 is a private SaaS company that builds legal practice management software natively on top of Microsoft 365, primarily serving small and solo law firms in North America (with global self-serve reach via its website). The product creates matter-centric organization across Outlook, OneDrive, SharePoint, Teams, and Planner by auto-generating matter-based folders and linking documents, emails, tasks, and time entries to specific client matters, with all data residing in Microsoft Azure Cloud. Feature modules include a Matter Management Dashboard, time tracking, document management, conflict checks, trust accounting, billing/invoicing, WIP reports, templates, custom fields, and an Outlook/Office 365 add-in; the platform also integrates two-way with QuickBooks Online and with Gravity Legal for compliant payment processing.

The company's revenue model is subscription SaaS sold monthly or annually, gated behind a Microsoft 365 Business Standard license (a prerequisite it leverages as both a moat and a sales filter) and fronted by a 30-day free trial that drives a product-led growth motion. Go-to-market combines direct PLG (website trial signup, demo scheduling, inside sales) with a partner program covering MSPs, VARs, industry associations, legal advisors, and an American Bar Association webinar partnership. Pricing is not publicly disclosed and there is no published ARR or revenue.

Founded in 2018 and headquartered in Toronto, Matter365 has raised approximately $2.25M across two early-stage rounds (March 2018 and January 2020) with no named institutional investors disclosed. The leadership team is small (11-50 employees), co-led by Abe Stein (Co-founder & General Manager) with executive board involvement from Tom Serani and Michael Carr, supported by a VP of Customer Success (Rohit Parekh, a practicing attorney), a Product Manager, and inside sales. The company has no announced acquisitions, no parent entity, and limited visible expansion signals beyond Microsoft 365 partnership deepening and channel program building.

Name

Matter365

Legal name

Matter365 Inc.

Website

https://matter365.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Matter365 is a Toronto-based SaaS company that builds a legal practice management platform natively on Microsoft 365, helping small and solo law firms organize matters, documents, time, billing, and trust accounting inside Outlook, OneDrive, Teams, and SharePoint.

Ownership category

akta.pro rank

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Subscription SaaS License: Matter365 operates as a SaaS subscription model, charging law firms for access to the practice management platform. Requires Microsoft 365 Business Standard license as a prerequisite. The company offers monthly and annual contract options. No refund policy exists for yearly contracts cancelled mid-term; month-to-month contracts can be cancelled with written notice.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Matter365 is a subscription SaaS legal practice management platform built natively on top of Microsoft 365, giving law firms a single-pane-of-glass view of every matter with automatic matter-based folders in OneDrive/SharePoint, time tracking, billing/invoicing with QuickBooks Online sync, trust accounting, conflict checks, and Gravity Legal payment processing. It requires a Microsoft 365 Business Standard license and is sold via a 30-day free trial, monthly and annual subscriptions, and an MSP/VAR/association partner channel.

Product overview

Matter365 is a single, unified legal practice management platform built on Microsoft 365. The core offering is the Matter365 platform itself, which provides matter-centric organization integrated directly into Microsoft Office 365 applications. The product portfolio includes core platform capabilities plus add-on modules: Matter Management with Microsoft Planner for task and deadline management, Secure File Storage with OneDrive for document management, Outlook and Office 365 Add-Ins for in-app access, Document Management for matter-based file organization, Conflict Check for conflict identification, Time Tracking with timers across Office apps, Trust Accounting for client fund management, Billing for invoicing with QuickBooks sync, and the Gravity Legal Integration for payment processing. The platform enables viewing the entire firm through a single pane of glass.

Differentiator

Problem solved

Functional benefit

Products and services

• Matter365 Legal Practice Management Platform The Matter365 platform is a subscription SaaS legal practice management solution for law firms, fully integrated with Microsoft 365. It provides matter-centric organization, document management, time tracking, billing and invoicing, trust accounting, conflict-of-interest checks, and Outlook/Teams/OneDrive/SharePoint/Planner-based collaboration, with two-way QuickBooks Online sync and Gravity Legal payment processing. It is sold on monthly and annual subscriptions to small, solo and mid-size law firms with a 30-day free trial.

Quantifiable outcome

• Time savings through matter-centric organization
• +1 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature11 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Microsoft 365coreTechnology or IntegrationMatter365 is the only legal practice management solution fully built on top of Microsoft 365. The platform integrates with Microsoft Office applications including Outlook, Teams, OneDrive, SharePoint, and Planner. All client data is securely stored in Microsoft Azure Cloud.
• Gravity LegalcoreTechnology or IntegrationIntegration with Gravity Legal's payment processing platform designed specifically for law firms. Enables credit/debit card and ACH payment acceptance, automatic payment application to invoices, trust deposit requests, and transparent flat-rate pricing with no monthly, setup, or termination fees.
• QuickBooks OnlinecoreTechnology or IntegrationTwo-way sync with QuickBooks Online for accounting, billing, invoicing, and trust accounting management. Enables invoice creation, payment reconciliation, and financial tracking directly within Matter365.
• MSPs and VARsminorChannel Partner/ Reseller/ DistributorManaged Service Providers and Value-Added Resellers can join the Matter365 partner program to resell and support the platform to their law firm clients.
• Industry AssociationsminorChannel Partner/ Reseller/ DistributorIndustry associations can partner with Matter365 to offer practice management solutions to their member firms, providing technology benefits to the broader legal community.
• Legal AdvisorsminorChannel Partner/ Reseller/ DistributorLegal advisors and consultants can refer Matter365 to their clients as part of practice management recommendations, earning referral compensation.
• American Bar AssociationcoreGTM or Marketing PartnerMatter365 partners with the American Bar Association for thought leadership webinars on legal technology and practice management. VP of Customer Success Rohit Parekh has led ABA webinars on collaboration in Microsoft 365 for lawyers.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• LeanLaw: LeanLaw offers practice management, time tracking, and QuickBooks Online integration for solo and small law firms. Its SMB focus and QuickBooks-centric accounting story closely mirror Matter365's positioning.
• CARET Legal: CARET Legal provides legal practice management with matter management, document automation, and billing for small and mid-size law firms. It competes for the same SMB and growing firm segment as Matter365.
• Rocket Matter: Rocket Matter is a cloud legal practice management platform for small to mid-size law firms with matter management, time tracking, billing, and payments. It targets a similar buyer profile to Matter365.
• Smokeball: Smokeball provides legal practice management with deep automation, matter organization, and billing, targeting small law firms. Its matter-centric approach and SMB focus are directly comparable to Matter365.
• MyCase: MyCase is a legal practice management suite for small to mid-size law firms offering case management, billing, client portal, and payments. It competes head-to-head with Matter365 for the same SMB and small-firm buyer.
• Clio: Clio is the leading cloud-based legal practice management platform serving solo and small law firms with matter management, billing, documents, and a broad app ecosystem. It is the most direct competitor to Matter365 in the SMB legal segment.
• PracticePanther: PracticePanther offers legal practice management, invoicing, and trust accounting for solo and small law firms. Its feature set and target segment overlap closely with Matter365's positioning.
• CosmoLex: CosmoLex combines legal practice management with built-in legal accounting and trust accounting for small law firms. It overlaps directly with Matter365's matter management + QuickBooks-based accounting story.

Others

• LawPay: LawPay is a legal-specific online payment processing platform with trust account compliance, widely integrated into practice management systems. It is an ecosystem partner comparable to Matter365's Gravity Legal integration and an adjacent enabler for the same buyer.

Broad incumbents

• Thomson Reuters: Thomson Reuters offers broad legal technology portfolios including Elite 3E, ProLaw, and Practical Law, serving law firms across segments. As a broad incumbent it competes for the same end-buyer with much larger scale and a wider product suite.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/matter365
• YouTubeyoutube.com/channel/UCAgZMCkY37krjulvZ_NwcfA
• Facebookfacebook.com/matter365
• LinkedInlinkedin.com/company/matter365

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds2 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Matter365