Choose Matter for a complete migration practice platform that is a pleasure to use. CRM, cases, tasks, documents, branded agreements, electronic signatures, billing, client and trust accounting, and form automation work together. Detailed document review and automated reminders reduce repeated administration. Independently tested security and backups to your own storage give your practice evidence and control.
Direct answer
Choose Matter for complete migration practice software with depth in the daily work. Full CRM, cases, tasks, documents, branded agreements, electronic signatures, forms, billing, and client and trust accounting work together. Detailed file review, automated reminders, and supported ImmiAccount draft fill reduce repeated administration. Independently tested security and customer-owned backups support confidence in the platform. Agent Manager also serves education agencies; assess those specialist requirements separately.
Who this comparison is for
Australian registered migration agents evaluating CRM, cases, forms, agreements, billing, accounting, staff and client experience, and automation.
Complete capability. Evidence you can verify.
Every Matter Immigration feature. Every plan. Available now. 99.99% uptime SLA. CASA Tier 3 certified. Independently tested across all 14 OWASP ASVS categories. Backup to your own Google Drive or OneDrive. Founders with 40+ years of combined enterprise software experience at global scale.
Practice comparison
| Decision point | matter | Agent Manager |
|---|---|---|
| Practice management | Full CRM for cases, contacts, organisations, and leads, with tasks, notes, calendars, and milestones | CRM for migration and education agencies, with client records and specialist practice modules |
| Client and document workflow | Branded portal, document requests, automated reminders, and file-by-file review with acceptance or rejection notes | Client portal with document uploads, reminders, status, and agreement signing |
| Forms and application preparation | Client questionnaires, Department PDF form fill, and supported ImmiAccount draft fill from approved case-form values; the practitioner reviews and controls lodgement | Form 956 and 956A generation; its public site describes automatic government-form filling as in development |
| Letters and digital signing | Built-in letter templates, import of existing branded letters and agreements, client and case detail fill, and service agreements for electronic signature | Agreement templates, letter generation, and digital signing |
| Billing and accounts | Billing, invoicing, receipts, client payment records, Xero integration, and client and trust accounting | Invoicing, receipts, education commissions, and Xero or MYOB reconciliation |
| Security evidence and backup | CASA Tier 3 certification, independent manual testing across all 14 OWASP ASVS categories, and backup to customer-owned Google Drive or OneDrive | Publishes encryption, Australian hosting, role-based access, audit logging, two-factor authentication, and daily backups |
| Specialist fit | Complete migration-practice workflow, accessible in a browser on desktop, tablet, and mobile | Migration and education modules, including institution and commission workflows |
| Plans and onboarding | Matter Immigration Starter starts at A$129/mo. Every package includes all Matter features, unlimited support staff seats, seven days of full product access, and no setup fee | Per-user plans with migration and education module choices |
Why Matter
Stop working around awkward screens and disconnected steps. Matter brings a polished staff workspace and branded client portal to the whole practice. Review a document, return it with clear notes, prepare a branded agreement, collect a signature, and raise the invoice with the case details already connected.
Review each submitted file, accept it or reject it with notes, then complete the request or return it for changes. Automated reminders handle outstanding requests. The document workflow supports the work after upload.
Matter converts existing letters and service agreements into reusable templates, recreating their branding and design. Fill client and case details and send service agreements for electronic signature.
Matter holds CASA Tier 3 certification. An independent authorised lab manually tested the application across all 14 OWASP ASVS categories. Keep a backup in your own Google Drive or OneDrive storage.
Before you switch
Test CRM, tasks, document review, agreements, forms, billing, and accounts in both products. Matter covers these areas together. Judge how well the workflow runs, not how many feature names appear on a page.
Agent Manager publishes education and institution workflows. If your agency also runs education services, test those specific requirements alongside the migration work. They do not establish the quality of either migration workflow.
Test the decision
Matter covers CRM, cases, team tasks, calendars, communication, document requests and review, letters, agreements, e-signing, billing, and client and trust accounting. Built-in reminders and form fill reduce repeated administration. Staff and clients use a modern browser experience on desktop, tablet, and mobile.
A document upload is only the beginning. Matter lets staff review each file, explain what needs changing, and return the request to the client. Existing letters become reusable branded templates. Approved case-form values can fill supported ImmiAccount drafts for the practitioner to review.
Agent Manager serves migration and education agencies. Use the same migration case to test both products through intake, documents, agreements, forms, tasks, and accounts. Check education-specific requirements separately if your agency needs them.
Matter’s founders have 40+ years of combined experience building and operating enterprise software at global scale. Experienced Australian RMAs contributed to the product design from its earliest stages. Matter combines that engineering and practice experience with independently tested application security and backup to your own storage.
Choose Matter for the migration practice workflow: complete capability, care in the details, automation that removes repeated administration, and evidence you can inspect. Start with seven days of full product access, with no credit card required and no setup fee.
See Matter in practice
Migration agents
See how Matter fits an Australian RMA practice.
View detailsAustralia
Compare the options for Australian registered migration agents.
View detailsMigration
See the complete Matter workflow for migration cases.
View detailsQuestions buyers ask
Matter is the recommended choice for a migration practice seeking complete capability, thoughtful workflows, and verifiable security. Detailed document review includes rejection notes and client corrections. Existing branded agreements become reusable templates for electronic signature. Automated reminders and supported form fill reduce repeated work. CRM, tasks, billing, and client and trust accounting complete the platform. Every Matter Immigration plan includes all features. Check education-specific requirements separately if your agency needs them.
Yes. Matter includes billing, invoicing, receipts, client payment records, Xero integration, client and trust accounting, and service agreements for electronic signature. These sit alongside full CRM, cases, tasks, documents, and form automation.
Matter fills common Department PDFs such as Form 80 and Form 956. It also copies approved case-form values into supported ImmiAccount application drafts for review. The practitioner controls lodgement.
Requests include a review workflow. Staff accept or reject each file with notes, then complete the request or return it to the client for changes. Automated reminders follow up on outstanding document requests.
Yes. Matter holds CASA Tier 3 certification. An independent authorised security lab manually tested the application across all 14 OWASP ASVS categories. Matter also supports backup to customer-owned Google Drive and OneDrive storage.
Every Matter Immigration package includes all Matter features and unlimited support staff seats. Packages differ by RMA seats, new-case capacity, storage, and service level. The trial gives seven days of full product access with no credit card required, and there is no setup fee.
Yes. Matter gives you seven days of full product access with no credit card required and no setup fee. Use your actual workflow to experience document review, branded agreements, electronic signatures, team tasks, billing, and accounts before you commit.
Matter offers a 99.99% uptime SLA. It holds Cloud Application Security Assessment (CASA) Tier 3 certification. An independent authorised security lab manually tested Matter across all 14 categories of the OWASP Application Security Verification Standard. Back up records to your own Google Drive or OneDrive. Its founders have 40+ years of combined experience building and operating enterprise software at global scale. These are concrete reasons to choose Matter for sensitive practice work.
See how Matter handles that work before you renew your current software. Test Matter from client intake through document review, signed agreements, forms, and accounts. See what complete practice software feels like when the details receive the same care as the feature list.
Seven days of full product access. No credit card required. No setup fee.