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

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](/content/signup/index.html) [Try Xero For Free](https://www.xero.com/signup/?xtid=x30matterscloud)

## 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.

## 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.
- 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.

## Connect matters.cloud to Xero in 3 Steps

### [1 - Signup to Matters.Cloud](/content/app-marketplace/xero/#collapse1/index.html)

#### Step 1 - Signup to Matters.Cloud

Signup with Matters.Cloud at [http://matters.cloud/signup/](/content/signup/index.html)

### [2 - Connect to Xero](/content/app-marketplace/xero/#collapse2/index.html)

#### Step 2 - Connect to Xero

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

### [3 - Sign in and authorise Matters.Cloud](/content/app-marketplace/xero/#collapse3/index.html)

#### Sign in with Xero

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

## 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 you 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.