Office accounting for law firms
Matrix keeps your firm's office accounts, tracks referrers and prospective clients, and organises matters and firm projects on boards — alongside the trust accounting system you already rely on.
Office accounts, done properly
Referrers in the CRM
Matter and project boards
Immutable history
The firm's office accounts
Fees, disbursements, salaries, rent and GST for the firm itself, with reports by practice group and a ledger where posted history can't be quietly changed.
- Practice groups as departments
- Immutable posted history
- Period locks after month end
A practice manager at a desk reviewing aged debtors with a partner standing beside her.
Referrers and new business
Track referral sources, enquiries and prospective clients in the CRM, and see which relationships bring in the work.
- Referrers as companies and people
- Enquiries as opportunities
- Activities and follow-ups
A partner at a networking breakfast exchanging business cards with an accountant.
Matters and firm projects on boards
Use Planning boards for matter checklists, practice improvement projects and marketing — with private boards for anything sensitive.
- Private boards
- Checklists and due dates
A private board titled 'Settlement checklist' with cards for each step and a padlock icon.
Frequently asked questions
Does Matrix do trust accounting?
No. Matrix keeps the firm's office accounts. Keep client trust money in your specialist, compliant trust accounting system.
Can boards be kept private?
Yes. A private board is visible only to its members.
Can the firm's accountant have access?
Yes, at no extra cost, with the role you choose.
Also in Matrix
Try Matrix free for 30 days
30 days free, no card needed. One price per business, and every user is included.
Charities and not-for-profits get 50% off.