Migrate your matrix data
Legal-specific CRM and practice management system designed for law firms and legal departments. Users praise its comprehensive database and ease of use, though G2 reviews suggest limited differentiation from comparable legal software options.
In its favor
Why people choose matrix
The signal that keeps matrix on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Comprehensive client database with organized data structure that legal teams find easy to navigate day-to-day
User-friendly interface that simplifies daily tasks for law firm staff with varying technical skill levels
Effective organization of case-related data in a single system of record, reducing reliance on spreadsheets or email threads
Specific feature set built for legal department workflows including matter tracking and compliance management
Good UI design makes the platform accessible without extensive training for new legal staff
Limited free trial access restricts usability for potential adopters evaluating the platform before committing to a paid tier
Frequent glitches reported by Agency Matrix users disrupt workflow and create frustration in production environments
Confusion over platform positioning and product variations makes it difficult for buyers to select the correct legal CRM tier or version
Glitches and inconsistent performance reported across product variants erode trust in data reliability for legal teams
Users with specific legal practice needs report the platform does not fully accommodate their particular workflow requirements
Reasons to switch
Why people leave matrix
The recurring reasons buyers give for replacing matrix. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where matrix fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
matrix pricing overview
Public pricing is not published across the identified Matrix product variants. Law firms and legal departments should contact Matrix sales directly for tier-specific quotes, as enterprise and custom pricing is the dominant model observed in comparable legal CRM platforms.
Tier information not publicly documented
Tier 1 of 1
Contact sales
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on matrix's schedule — see our quote-based pricing →
What gets migrated
matrix object support
Object-by-object support for matrix migrations. Per-pair details surface during scoping.
Clients/Contacts
Mapping requiredClient records are the primary entity. We map name, address, phone, email, and any custom properties. Value-mappings may be needed if the destination uses Account vs. Contact naming conventions.
Matters
Mapping requiredMatters are the legal case-centric object. We preserve matter number, title, status, responsible attorney, and open/close dates. Related-party associations may require custom mapping logic.
Documents
Mapping requiredUploaded files and templates are stored under matters or clients. We flag binary attachments during scoping — file metadata migrates but full blob transfer depends on export method availability.
Billing Records
Mapping requiredTime entries, invoices, and trust account transactions are linked to matters. We map billable hours, rates, and payment status. Trust accounting edge cases require explicit handling.
Custom Fields
Mapping requiredCustom fields on Clients and Matters vary by firm configuration. We detect custom field names and data types during data profiling and map them to destination equivalents.
Users/Attorneys
Mapping requiredUser and attorney records with role assignments. Owner reassignment during migration requires a mapping table between source and destination user IDs.
Pipeline Stages
Mapping requiredMatter lifecycle stages vary by practice area. Stage names and ordering are preserved as custom properties in the destination if the target CRM lacks a native pipeline stage concept.
Activities/Tasks
Mapping requiredActivities and tasks linked to matters or contacts. We export description, due date, assignee, and completion status. Notes and comments are bundled with the parent object where possible.
| Object | Support | Notes |
|---|---|---|
| Clients/Contacts | Mapping required | Client records are the primary entity. We map name, address, phone, email, and any custom properties. Value-mappings may be needed if the destination uses Account vs. Contact naming conventions. |
| Matters | Mapping required | Matters are the legal case-centric object. We preserve matter number, title, status, responsible attorney, and open/close dates. Related-party associations may require custom mapping logic. |
| Documents | Mapping required | Uploaded files and templates are stored under matters or clients. We flag binary attachments during scoping — file metadata migrates but full blob transfer depends on export method availability. |
| Billing Records | Mapping required | Time entries, invoices, and trust account transactions are linked to matters. We map billable hours, rates, and payment status. Trust accounting edge cases require explicit handling. |
| Custom Fields | Mapping required | Custom fields on Clients and Matters vary by firm configuration. We detect custom field names and data types during data profiling and map them to destination equivalents. |
| Users/Attorneys | Mapping required | User and attorney records with role assignments. Owner reassignment during migration requires a mapping table between source and destination user IDs. |
| Pipeline Stages | Mapping required | Matter lifecycle stages vary by practice area. Stage names and ordering are preserved as custom properties in the destination if the target CRM lacks a native pipeline stage concept. |
| Activities/Tasks | Mapping required | Activities and tasks linked to matters or contacts. We export description, due date, assignee, and completion status. Notes and comments are bundled with the parent object where possible. |
Gotchas
What to watch for in matrix migrations
Issues we've hit on past matrix migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Platform identity ambiguity across product variants
Inconsistent export mechanisms across product versions
Custom field proliferation by firm
Glitch reports in user reviews may indicate data integrity risk
Limited free trial access complicates migration planning
| Severity | Issue |
|---|---|
| High | Platform identity ambiguity across product variants |
| Medium | Inconsistent export mechanisms across product versions |
| Medium | Custom field proliferation by firm |
| Low | Glitch reports in user reviews may indicate data integrity risk |
| Low | Limited free trial access complicates migration planning |
Leaving matrix?
Where matrix customers move next
12 destinations matrix can migrate to.
How a matrix migration works
Four steps, matrix-specific
Connect
Not publicly documented for legal CRM variants into matrix. Scopes limited to read-only on the data we move.
Map
We translate matrix-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate matrix quirks before production.
Migrate
Full migration with matrix rate-limit handling. Rollback available throughout.
FAQ
matrix migration FAQ
Answers to the questions buyers ask most during matrix migration scoping. Not seeing yours? Book a call.
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Migrate matrix.
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Free scoping call with a migration engineer. Tell us about your matrix setup and destination — written quote back within a business day.