Resource Articles

Find primary MATTEROOM product information and practical guides covering Microsoft 365, legal accounting, billing, workflows, security, and migration.

Plan a Tabs3 to MATTEROOM migration with source discovery, data mapping, trial conversion, financial reconciliation, UAT, cutover, and stabilization.

Compare MATTEROOM and Centerbase across billing, legal accounting, trust, workflows, Microsoft 365, reporting, security, implementation, and migration.

A practical legal finance guide to migrating WIP, accounts receivable, cash, trust balances, and GL opening balances with reconciliation and sign off.

Use a seven stage legal software migration framework covering discovery, mapping, trial conversion, reconciliation, UAT, cutover, and stabilization.

Learn how matter centric OneDrive workspaces can support law firm document organization, permissions, offline access, and Outlook email filing.

Compare cloud and hosted legal practice management software across architecture, access, security, upgrades, integrations, administration, and migration.

Learn what legal trust accounting software should support across client funds, matter balances, transfers, disbursements, reconciliation, and audit controls.

A practical CFO guide to law firm financial management software covering billing, trust, GL, multi currency, reporting, controls, and close.

Compare legal billing software using practical criteria for time, prebills, fee arrangements, e billing, approvals, audit trails, collections, and accounting.

See 12 law firm workflows that can be standardized or automated across intake, matters, documents, time, expenses, billing, approvals, and reporting.

Learn how law firm task management software can connect tasks, matters, owners, approvals, documents, billing, Microsoft Planner, and repeatable legal workflows.

Understand how law firm accounting software connects general ledger, trust accounting, billing, receivables, payments, multi-currency, and financial reporting.

Learn what legal practice management software does, how it connects matters, billing, accounting, documents, workflows, analytics, and what law firms should evaluate.