Your practice deserves software that feels as professional as the service you provide. Matter brings a polished staff workspace and branded client portal to the whole migration workflow: CRM, cases, documents, forms, agreements, team work, billing, and client and trust accounting. Every Matter Immigration feature is included on every plan and available now.
Direct answer
Matter is a complete practice platform for Australian migration practices. It brings together CRM, cases, team tasks, calendars, document review, client communication, letters, agreements, e-signing, and financial operations. Manage rate cards, invoices, receipts, client payments, and your trust ledger with Xero integration. Built-in reminders follow up outstanding documents, and reviewed case data fills supported ImmiAccount drafts and Department PDFs such as Form 80 and Form 956. Matter holds CASA Tier 3 certification and supports backup to customer-owned Google Drive and OneDrive storage. Matter Immigration Starter is A$129/mo, and every package includes all Matter features. Compare how each system handles a complete case, from intake through document review, correspondence, forms, and accounting.
Who this comparison is for
Australian migration practices choosing a complete system for client records, case work, team coordination, documents, communication, and practice finances.
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.
See Matter in practice
Practice comparison
| Decision point | matter | LodgeHQ |
|---|---|---|
| CRM, cases, and team work | Manage cases, contacts, organisations, and leads, with team tasks, case calendars, milestones, and client email from the case. | Advertises CRM, a client portal, task management, calendar sync, and workflow automation. |
| Document collection and review | Collect files through the branded portal. Staff accept or reject each file with notes, then complete the request or return it for changes. | Advertises portal document uploads, questionnaires, and document processing. |
| Letters, agreements, and e-signing | Use built-in templates or import existing letters and agreements. Matter recreates your branding, fills client and case details, and sends agreements for e-signing. | Advertises letter templates, service agreement generation, and electronic signatures. |
| Financial operations and trust accounting | Manage rate cards and rates, billing, invoices, receipts, client payment records, and your trust ledger, with Xero integration. | Advertises trust ledgers, invoicing, receipts, time tracking, and Xero / MYOB integration. |
| ImmiAccount and Department forms | Fill supported ImmiAccount application drafts and Department PDFs such as Form 80 and Form 956 from approved case data. Staff review before lodgement. | Advertises an ImmiAccount extension and Department PDF generation. |
| Built-in automation | Automate follow-up for outstanding document requests, prepare forms from reviewed case data, and send automated branded emails. | Advertises triggers for status changes, deadlines, document arrivals, tasks, and notifications. |
| Case records and history | Keep case notes and their history alongside client email, documents, tasks, and milestones. | Describes logging sign-ins, administrative actions, document access, and exports. |
| Customer-owned document storage | Back up documents to your own Google Drive or OneDrive storage. | Advertises document mirroring to connected cloud storage. |
| Application security testing | CASA Tier 3 certification. An authorised lab manually tested the application across all 14 OWASP ASVS categories. | Publishes a CASA Tier 2 assessment using an automated scan and reviewed questionnaire. Its security page states that it has not commissioned a manual penetration test. |
| Packages and inclusions | Starter is A$129/mo for 1 RMA seat, 5 new cases/month, and 10 GB storage. Standard is A$249/mo for 1 RMA seat, 20 new cases/month, and 100 GB storage. Both include all features and unlimited support staff seats. | Publishes A$99/mo + GST per agent, with all advertised features, unlimited support staff, and unlimited active clients and matters. |
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.
Matter's founders bring 40+ years of combined experience building and operating enterprise software at global scale. Experienced Australian registered migration agents contributed to its design from the earliest stages. Assess that care in document review decisions, reusable branded correspondence, case note history, and independently tested application security.
Matter covers CRM, cases, team tasks, calendars, document review, communication, letters, agreements, e-signing, billing, and client and trust accounting. Starter, Standard, and Enterprise all include these features. Choose the seats, new-case capacity, storage, and service level your practice needs.
The branded portal gives clients a place to submit requested documents. Staff review each file, accept or reject it with notes, and return the request for changes when needed. The client can see what needs correcting, and the team keeps the review decision with the request.
Use a built-in template or import the letters and service agreements your practice already uses. Matter recreates their branding and design, fills client and case details, and lets staff review agreements before sending them for electronic signature.
Manage practice rate cards and rates, prepare invoices, track receipts and client payments, and manage your trust ledger. Xero integration connects these financial operations with your accounting. Client and trust accounting are included in every Matter Immigration package.
Before you switch
Start with intake, assign the team's work, request and review documents, prepare a branded agreement, send it for e-signing, fill a supported Department form, and manage the invoice and trust ledger. Assess the connected workflow your practice will use each day.
Matter Immigration Starter includes 5 new cases/month and 10 GB storage for A$129/mo. Standard includes 20 new cases/month and 100 GB storage for A$249/mo. Each includes 1 RMA seat, unlimited support staff seats, and all Matter features. Existing cases do not use the next month's new-case allowance.
Test the decision
Matter brings CRM, case management, team tasks, calendars, documents, client communication, letters, agreements, e-signing, and accounting into one system. Every Matter Immigration package includes all Matter features.
The depth is in the connected work. A document request includes a review decision and correction notes. A practice’s existing agreement becomes a reusable branded template. Reviewed case data prepares supported immigration forms. Rate cards and trust accounting sit alongside the practice’s billing and Xero integration.
Matter’s founders bring 40+ years of combined experience building and operating enterprise software at global scale. Experienced Australian registered migration agents contributed to its design from the earliest stages.
Look for the care behind each feature. Staff can reject a document with a clear correction note. Imported agreements preserve the practice’s branding. Case notes retain their history. Independent manual application testing supports Matter’s CASA Tier 3 certification.
A Matter subscriber who switched from LodgeHQ described their experience:
You get what you pay for… this is why switched from LodgeHQ in 15 days and adopted Matter and have not ever looked back. Did not know what I was missing out!
— Matter subscriber
Clients submit requested files through the branded portal. Staff review each file, accept or reject it with notes, and complete the request or return it for changes. Automated reminders follow up outstanding document requests.
The team can manage tasks, calendars, milestones, client email, and case notes around that work. Note history preserves earlier versions. Backup to customer-owned Google Drive and OneDrive storage gives the practice its own document copy.
Start with Matter’s built-in letter templates or import your existing letters and service agreements. Matter recreates their branding and design and turns them into reusable templates. Fill client and case details, review the result, and send agreements for electronic signature.
Approved case-form values also fill supported ImmiAccount application drafts and common Department PDFs such as Form 80 and Form 956. Staff review the prepared forms and control lodgement.
Matter includes rate cards, rate management, billing, invoicing, receipts, client payment records, and client and trust accounting. Manage your trust ledger and connect financial operations with Xero. These features are available in every Matter Immigration package.
Matter Immigration Starter is A$129/mo for 1 RMA seat, 5 new cases/month, and 10 GB document storage. Standard is A$249/mo for 1 RMA seat, 20 new cases/month, and 100 GB document storage. Both include all features and unlimited support staff seats.
Enterprise is A$699/mo with custom RMA seats, custom case pricing, and unlimited document storage. Every package includes unlimited total cases, contacts, organisations, and leads. The monthly new-case allowance applies to cases opened that month; existing cases do not consume the next month’s allowance.
Matter holds CASA Tier 3 certification. An independent authorised lab manually tested the application across all 14 OWASP ASVS categories. Review Matter’s security evidence.
LodgeHQ publishes a CASA Tier 2 assessment based on an automated scan and reviewed questionnaire. Its security page states that it has not commissioned a manual penetration test. Review LodgeHQ’s stated assessment scope.
Use the same case to assess intake, team tasks, document review, correspondence, e-signing, form preparation, billing, and trust accounting. Check each handoff from the client and staff sides. Review the complete workflow, package inclusions, and security evidence together.
Competitor descriptions reflect LodgeHQ’s public product and pricing information and security disclosures, reviewed on 1 October 2026.
See Matter in practice
Practice platform
Explore CRM, case work, documents, communication, automation, and practice finances.
View detailsCorrespondence
Import your practice's documents, preserve their design, and prepare correspondence from case records.
View detailsSecurity
Review the independent manual testing behind Matter's certification.
View detailsQuestions buyers ask
Matter includes CRM for cases, contacts, organisations, and leads; team tasks; case calendars and milestones; a branded client portal; document requests and review; client email; letters, agreements, and e-signing; supported immigration form fill; built-in automation; billing; rate cards; client and trust accounting; Xero integration; and backup to customer-owned Google Drive and OneDrive storage. Every Matter Immigration package includes all Matter features.
Matter follows up outstanding document requests automatically. Staff review submitted files and return rejected files with notes. Client and case details fill reusable letters and agreements, and reviewed case data fills supported ImmiAccount drafts and Department PDFs. These workflows keep preparation, review, and follow-up connected to the case.
Yes. Matter includes built-in letter templates and can convert your existing letters and service agreements into reusable templates, recreating their branding and design. Fill client and case details, review the prepared agreement, and send it for electronic signature through Matter.
Yes. Every Matter Immigration package includes client and trust accounting, trust ledger management, rate cards, rate management, billing, invoices, receipts, client payment records, and Xero integration. These financial operations are available now.
Starter is A$129/mo for 1 RMA seat, 5 new cases/month, and 10 GB document storage. Standard is A$249/mo for 1 RMA seat, 20 new cases/month, and 100 GB document storage. Enterprise is A$699/mo with custom RMA seats, custom case pricing, and unlimited document storage. Every package includes all Matter features and unlimited support staff seats. Existing cases do not consume the next month’s new-case allowance.
Yes. Matter fills supported ImmiAccount application drafts from approved case-form values and prepares common Department PDFs such as Form 80 and Form 956. Your team reviews the prepared forms and controls lodgement.
Matter holds CASA Tier 3 certification. An independent authorised security lab manually tested the Matter application across all 14 categories of the OWASP Application Security Verification Standard. Matter also supports backup to customer-owned Google Drive and OneDrive storage.
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. Start a seven-day free trial and run a case through documents, letters, forms, and accounting. Every Matter feature is included. No credit card required.
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