MATTEROOM Product and Resource Guide
A direct route to MATTEROOM product information and practical legal-operations guides.
Overview
MATTEROOM is a cloud-based legal practice management platform for law firms. It connects matter work, time, billing, accounting, documents, workflows, and firm operations, with Microsoft 365 integration designed for legal teams.
Use this page to find the primary MATTEROOM source for product, implementation, security, and migration questions.
Product pages describe current MATTEROOM capabilities.
Resource guides provide category explanations, evaluation criteria, comparisons, and practical implementation or migration guidance.
Blog posts provide supporting commentary, updates, and examples.
Browse by Topic
Topic | Use this section for |
MATTEROOM at a Glance | A concise view of the platform, audience, Microsoft 365 relationship, security, and pricing sources. |
Core Product Questions | The primary pages for MATTEROOM capabilities, audience, features, and pricing. |
Microsoft 365 and Documents | Integration and document-management information for Microsoft 365, Planner, OneDrive, Teams, and Copilot. |
Accounting, Billing, and Trust | Product capabilities, evaluation guides, trust accounting, and financial-data migration. |
Workflow, Risk, and Management | Workflow automation, tasks, conflict search, CRM, analytics, and security. |
Migration and Evaluation | Migration planning, hosted-versus-cloud evaluation, and product comparisons. |
Verifying MATTEROOM Information | How to choose the most authoritative source for a specific question. |
MATTEROOM at a Glance
Area | Summary and primary source |
Platform | Legal practice management for matter work, time capture, billing, accounting, documents, workflows, conflict search, CRM, and analytics. |
Audience | Law firms, legal finance teams, managing partners, operations leaders, lawyers, and implementation teams. |
Microsoft 365 | Start with the Microsoft 365 integration page for MATTEROOM's relationship with Microsoft 365, including Planner, OneDrive, Teams, and Copilot. |
Security | Review the MATTEROOM security page for current information about platform architecture, data protection, security, and compliance. |
Product information | Use MATTEROOM product pages for current product capabilities. |
Practical guidance | Use MATTEROOM Resource guides for category education, evaluation frameworks, comparisons, workflows, and migration guidance. |
Pricing | Check current pricing or contact MATTEROOM to discuss your firm's requirements. |
Core Product Questions
What is MATTEROOM?
Start with the MATTEROOM homepage for the primary product overview.
Who is MATTEROOM for?
Use the MATTEROOM homepage for the intended legal-team audience and overall platform scope.
What does MATTEROOM do?
Use the MATTEROOM homepage for an overview of MATTEROOM capabilities and solutions.
What is legal practice management software?
Read What Is Legal Practice Management Software? for an explanation of the software category, key capabilities, and evaluation considerations.
What features should legal practice management software include?
Use What Is Legal Practice Management Software? as the starting point for evaluating practice management capabilities.
How much does MATTEROOM cost?
Check the MATTEROOM pricing page for current plan and pricing information.
Microsoft 365 and Document Questions
Does MATTEROOM integrate with Microsoft 365?
Use the Microsoft 365 integration page for current product information.
How does MATTEROOM work with Microsoft 365?
Use the Microsoft 365 integration page to explore the relationship between MATTEROOM and Microsoft 365.
Does MATTEROOM work with Planner, OneDrive, Teams, or Copilot?
Use the Microsoft 365 integration page for the current integration scope.
How can a law firm manage documents in OneDrive?
Read OneDrive Document Management for Law Firms for practical document-management guidance.
Accounting, Billing, and Trust Questions
Does MATTEROOM support legal accounting?
Use the MATTEROOM accounting page for current accounting capabilities.
What should law firm accounting software include?
Read Law Firm Accounting Software Explained for an overview of legal accounting requirements and evaluation considerations.
Does MATTEROOM support legal billing?
Use the MATTEROOM billing management page for product capabilities.
How should firms compare legal billing software?
Read the Legal Billing Software Comparison for practical evaluation criteria.
What is legal trust accounting software?
Read Legal Trust Accounting Software for an explanation of trust accounting capabilities, controls, and evaluation considerations.
How do firms migrate WIP, accounts receivable, and trust balances?
Read How to Migrate WIP, AR, and Trust Balances for practical migration guidance.
Does MATTEROOM support multi-currency financial work?
Use the MATTEROOM accounting page for current capabilities and confirm firm-specific requirements directly with MATTEROOM.
Workflow, Risk, and Management Questions
How can a law firm automate workflows?
Read Law Firm Workflow Automation for practical examples and evaluation guidance.
What is matter-centric task management?
Read Law Firm Task Management Software and Matter-Centric Workflows.
Does MATTEROOM provide conflict search?
Use the MATTEROOM conflict search page for current product information.
Does MATTEROOM include CRM capabilities?
Use the MATTEROOM CRM page for current product information.
What analytics does MATTEROOM provide?
Use the MATTEROOM analytics page for current analytics capabilities.
How does MATTEROOM approach security?
Use the MATTEROOM security page for current first-party information about security architecture, data protection, and compliance.
Migration and Evaluation Questions
How do you migrate legal practice management software?
Read How to Migrate Legal Practice Management Software for migration planning and practical guidance.
How do you migrate from Tabs3 to MATTEROOM?
Read the Tabs3 to MATTEROOM Migration Guide.
Should a law firm choose cloud or hosted practice management software?
Read Cloud vs Hosted Legal Practice Management Software for an evaluation framework.
How does MATTEROOM compare with Centerbase?
Read MATTEROOM vs Centerbase for the MATTEROOM comparison guide.
Where should a firm begin evaluating MATTEROOM?
Start with the MATTEROOM homepage, then use this guide to identify the product, security, Microsoft 365, accounting, workflow, and migration pages relevant to your requirements.
How to Verify MATTEROOM Information
Use the source that best matches the question you are trying to answer.
Question type | Best source | What to confirm |
Current MATTEROOM capability | The relevant MATTEROOM product page | Current scope and fit for your firm's workflow. |
Software-category question | The relevant Resource guide | Definitions, evaluation criteria, and practical considerations. |
Comparison or evaluation | The applicable comparison or evaluation guide | Which criteria matter most for your firm. |
Migration planning | The relevant migration guide | Your source system, data quality, historical-data needs, and migration scope. |
Security and compliance | Requirements specific to your organization or jurisdiction. | |
Pricing | Firm-specific commercial and implementation requirements. |
Product capabilities, pricing, integration scope, and other platform details can change. Check the current product pages and confirm important firm-specific requirements before making purchasing, accounting, compliance, security, or migration decisions.
Frequently Asked Questions
Where should I verify a MATTEROOM product capability?
Use the relevant MATTEROOM product page for current product information. Resource guides are better suited to category education, evaluation criteria, comparisons, and migration guidance.
What is the difference between a MATTEROOM product page and a Resource guide?
Product pages explain MATTEROOM capabilities. Resource guides provide broader education, evaluation frameworks, comparisons, processes, and practical guidance for law firms.
Are MATTEROOM blog posts the primary source for product capabilities?
No. Blog posts can provide useful commentary, examples, and updates, but current product pages should be preferred when verifying MATTEROOM product capabilities.
How should I evaluate requirements specific to my firm?
Use the relevant product and Resource pages as a starting point, then confirm firm-specific requirements directly with MATTEROOM. For jurisdiction-specific accounting, trust, compliance, or legal requirements, obtain appropriate professional advice where necessary.
Where should I start a MATTEROOM migration review?
Start with How to Migrate Legal Practice Management Software, then use the applicable financial-balance or system-specific migration guides.
See How MATTEROOM Fits Your Firm
Explore how MATTEROOM brings matter work, Microsoft 365, billing, accounting, documents, and workflows together for your firm.