---
title: Matter365 Reviews
meta_title: 'Matter365 Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Matter365 works for a business like yours.
date_modified: '2026-06-04'
parent_category:
  name: Legal
  url: https://www.g2.com/categories/legal
---

# Matter365 Reviews
**Vendor:** Matter365  
**Category:** [Legal Practice Management Software](https://www.g2.com/categories/legal-practice-management)
## About Matter365
With Matter365, law firms can manage their entire firm through a single pane of glass. Matter365 is a full-featured practice management solution built on top of Microsoft 365






- [View Matter365 pricing details and edition comparison](https://www.g2.com/products/matter365/reviews?page=1&section=pricing&secure%5Bexpires_at%5D=2026-08-06+04%3A17%3A34+-0500&secure%5Bsession_id%5D=bc9e469e-e5d2-4f6b-a832-c3de7db1330b&secure%5Btoken%5D=36b2552ee7602c409a2e548d1249c1765674ff274b75adc69abd042f1e3d166c&format=llm_user)

## Matter365 Features
**Platform Basics**
- Reporting
- Dashboard
- Cloud
- Mobility
- Contact Management
- Forms Management
- Records Management
- Task Management
- Conflict Management
- Workflow Management
- Compliance Management
- Communication Management
- Email Management
- Contract/License Management
- Billing Rate Management
- Calendar Management
- Legal Case Management

**Agentic AI - Legal Billing**
- Cross-system Integration
- Decision Making
- Third-Party Integrations

**Additional Functionality**
- Customizable Fields
- Billing & Invoicing
- Search/Filter
- Accounting
- Task Management
- Reminders
- Calendar Management
- Invoice Processing
- Activity Dashboard
- Electronic Payments
- Quotes/Estimates
- Time Tracking
- Case Management
- API
- Billable Items Tracking
- Generative AI
- Real-Time Data
- Collaboration Tools
- Automatic Backup
- Reporting & Statistics
- Bank Reconciliation
- Activity Tracking
- Contact Database
- Client Management
- Financial Management
- Customizable Templates
- Automatic Billing
- General Ledger
- AI Copilot
- Workflow Management
- Task Scheduling
- Client Portal
- Document Management
- Billing Rate Management
- Access Controls/Permissions
- Credit Card Processing
- Expense Tracking
- SSL Security
- Customizable Reports
- For Legal Professionals

**Content Management**
- Document Management
- Calendar Integration
- Workflow
- Deadline Management
- Appointment Management

**Time & Billing**
- Time Tracking
- Payments
- Billing
- Activity Tracking
- Expense Tracking
- Billable Items Tracking
- Email Tracking
- Task Progress Tracking

**Agentic AI - Legal Practice Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations

**Additional Functionality**
- Billing & Invoicing
- Document Automation
- Customizable Reports
- Electronic Signature
- Generative AI
- Accounting
- Alerts/Notifications
- Document Templates
- Trust Accounting
- Client Portal
- Reporting & Statistics
- Data Import/Export
- Access Controls/Permissions
- SSL Security
- For Legal Professionals
- AI Copilot
- Case Notes
- Full Text Search
- Reminders
- API
- Customizable Templates
- AI Summarization
- Document Generation
- Case Law Research
- AI Redlining
- CRM
- Customizable Fields
- Collaboration Tools
- Secure Data Storage
- Search/Filter
- Mobile Access
- Backup and Recovery
- Payment Processing
- Customizable Forms

## Top Matter365 Alternatives
  - [Smokeball](https://www.g2.com/products/smokeball/reviews) - 4.7/5.0 (380 reviews)
  - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - 4.6/5.0 (991 reviews)
  - [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) - 4.4/5.0 (383 reviews)