365Matters ยท Matter and case tracking
Every matter, its details and its documents, in one place.
365Matters tracks your matters or cases from opening to close, with the details, people, dates and documents together in SharePoint.
Works with
- SharePoint
- Teams
- Power Apps
- Power Automate
- Power BI
- Entra
The problem
Sound familiar?
No one view of what's open and who owns it
Key dates tracked in personal calendars
Features
What 365Matters does for you.
Matter register
Every matter with its client, owner, type and status.
Matter documents
A SharePoint folder for each matter, with versions kept.
Key dates
Track deadlines and reminders on each matter.
People and roles
Who's working on each matter, and their role.
Access control
Limit who can see sensitive matters.
Reports
Open matters by owner, type and age.
What's included
Set up for you, not handed over in a box
- Set-up in your own Microsoft 365
- Configured with your fields, approvers and rules
- Testing with your team before go-live
- Training for staff and admins
- Support after launch
Built with Power Apps, Power Automate, SharePoint, Teams and Power BI.
Pricing
A fixed price to set it up
No per-user monthly fee from us. You pay once for set-up, with optional support after. We'll give you a fixed quote after a short call.
Get a quoteAI add-on
AI summaries of a matter's documents and history.
FAQ
Common questions.
Is this practice management software?
It's a matter register and document workspace in your Microsoft 365. It doesn't do billing or trust accounting.
Who is it for?
Any team that handles cases or matters, such as HR, legal, claims or compliance.
Do we need new Microsoft licences?
Usually not. Our apps run on the Microsoft 365 business plans most companies already have. If something needs an extra licence, we'll tell you before you commit.
Where does our data live?
In your own Microsoft 365, in SharePoint, Teams and Power Platform. We don't keep a copy of your data in a separate system.
Tell us the process that's eating your week.
Book a free 30-minute process audit. You'll leave with your top 3 fixes.
Press it, or book a demo instead.