Use Matters.Cloud + Xero to manage your law firm in the cloud

Matters.Cloud Logo+Xero Connected App

Powerful. Easy. Online.

Manage your law firm

Matters.Cloud enables legal professionals to track time and expenses, manage clients and matters, raise invoices, develop opportunities and keep up to date with tasks all within a single cloud based platform.

Get Matters.Cloud Try Xero For Free

Synced, simple and automatic.

Keep Up To Date

Matters.Cloud automatically syncs relevant details with Xero including clients, matters, invoices, credit notes, invoice payments, disbursement and client account/trust transactions.

Matters.Cloud + Xero

What Matters.Cloud Does

Clients & Matters

Brings together key information related to clients, contacts and matters. Helping to break down matters into key phases and tasks with integrated estimation capabilities.

Time & Expenses

Provides time and expense recording practices that meet the needs of law firms. Including managing client, matter or activity based rates, plus a range of billing arrangements.

Invoicing

Simplifies processes like raising detailed matter invoices, capturing payments and managing client funds.

Opportunities

Provides visibility on your key opportunities, whilst allowing you to convert them to a matter at any time without rekeying data.

App Marketplace

Integrates with other commonly used tools including DropBox for document collaboration, Mailchimp for email marketing and more.

What Xero Does

Powerful. Easy. Online.

Beautiful business and accounting software

Xero is online accounting software that lets you run your business easily and efficiently.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
Xero

Connect matters.cloud to Xero in 3 Steps

1 - Signup to Matters.Cloud

Step 1 - Signup to Matters.Cloud

Signup with Matters.Cloud at http://matters.cloud/signup/

Signup

2 - Connect to Xero

Step 2 - Connect to Xero

Navigate to Setup > App Marketplace, click Connect on the Xero tile.

Xero Connect

3 - Sign in and authorise Matters.Cloud

Sign in with Xero

Sign in with Xero, and authorise Matters.Cloud to access your Xero data.

Check out related articles on our knowledge base for further information.

step

Details:

Sync Clients

Clients created in Matters.Cloud will automatically be created as contacts within Xero.

Sync Matters

Matters created in Matters.Cloud will automatically be created as tracking categories within Xero.

Configurable Mapping

Already using Xero? Our easy to use mapping tools allow yu to map to existing records to ensure there are no duplicates.

Sync Invoices & Credit Notes

Invoices or credit notes created within Matters.Cloud will automatically be created within Xero.

Sync Invoice Payments

Invoice payments created within Xero will be imported into Matters.Cloud on a scheduled basis.

Sync Client Account / Trust Transactions

Client account / Trust transactions created within Matters.Cloud will automatically create bank transactions within Xero to allow you to leverage automatic bank reconciliation features.

Sync Disbursements

Disbursements created within Matters.Cloud will automatically create spend transactions within Xero to allow you to leverage automatic bank reconciliation features.