Matter vs Migration Manager

You do not need to trade migration-practice capability for modern software. Matter combines the essential work of an Australian migration practice with a faster, cleaner experience for staff and clients.

Direct answer

How Matter compares to Migration Manager

Matter is the stronger choice for Australian migration practices that want complete capability in a modern browser product. It runs on desktop, tablet, and mobile and combines the client portal, document automation, Department forms, supported ImmiAccount fill, billing, client and trust accounting, and independently tested application security. Migration Manager uses a Windows desktop application.

Who this comparison is for

Established Australian migration practices that want to reduce administration, work from any device, and give clients a more polished experience without losing essential practice capability.

Practice comparison

What changes in day-to-day work.

Decision pointMigration Manager
Access for staff
Runs in a browser on desktop, tablet, and mobile without a local workstation installation.
Runs as a desktop application on Windows. Its published FAQ says Mac users need a virtual Windows environment.
Complete practice management
Cases, contacts, organisations, leads, notes, tasks, milestones, email, documents, billing, and accounts stay together around each matter.
Includes matter management, checklists, file notes, tasks, email capture, client accounting, and trust accounting.
Client experience
Clients use a clean, branded portal for questionnaires, document requests, messages, and progress updates.
MM Portal supports branded questionnaires, document exchange, messages, and progress updates.
Document collection and review
Structured requests, scheduled reminders, file-by-file review, rejection notes, and supported image conversion reduce repeated follow-up.
MM Portal collects documents and supports document approval or rejection inside the matter.
Department forms and ImmiAccount
Fills common Department PDFs and supported ImmiAccount application drafts from approved case data. The practitioner reviews and controls lodgement.
Fills Department forms and uses eLodge to automate supported online applications from matter data.
Billing and accounts
Includes billing, invoices, receipts, client payment records, Xero integration, and client and trust accounting.
Includes client accounting, trust accounting, financial reports, bank reconciliation, and Xero integration.
Published security evidence
Holds CASA Tier 3 certification after independent manual testing across all 14 OWASP ASVS categories.
Publishes ISO 27001 certification and says its software and portal receive independent penetration testing.
Independent copy of practice files
Supports backup to storage owned by your practice in Google Drive or OneDrive.
Stores and backs up data in MM Cloud and lists integrations with Google Drive, OneDrive, and Dropbox.
Evaluation and setup
Offers a one-week free trial and has no setup fee.
Its published pricing includes professional setup and training with fixed-term subscription options.

Why Matter

Where Matter improves the daily work.

Leave the Windows dependency behind

A practitioner should not need a particular computer or a virtual Windows installation to check a matter. Matter opens in a browser, so the same practice system is available at the office, at home, or while travelling.

Read Migration Manager's published Mac requirement

Give clients a better front door

Clients judge the practice through every request, reminder, upload, and update. Matter gives them a clean portal branded to your practice. Staff can see the same document and matter status without chasing a separate trail.

See the client portal

Reduce document chasing, not only document storage

Matter turns each request into a controlled workflow. It sends scheduled reminders, prepares supported image uploads, and lets staff accept or reject each file with notes before completing the request.

See document collection

Keep form filling connected to the matter

Matter uses approved case data to fill common Department PDFs and supported ImmiAccount drafts. The practitioner stays in control, reviews the result, and decides when to lodge.

Review Matter capabilities

Keep the accounts with the case

Matter includes practice billing, invoices, receipts, client payment records, Xero integration, and client and trust accounting. A modern client experience does not require a separate accounting compromise.

See Matter for migration practices

Compare security evidence precisely

Both vendors publish meaningful security evidence. Matter adds CASA Tier 3 certification based on independent manual testing of the application across all 14 OWASP ASVS categories. It also supports backup to storage owned by your practice.

Review Matter security

Before you switch

When changing systems is worth it.

Keep Migration Manager when a change would solve no material problem

If staff are productive, clients are satisfied, device requirements cause no friction, and administration is under control, a system change can create work without enough return.

Choose Matter when the practice has outgrown desktop-era work

Choose Matter when you want the complete migration workflow in a modern browser product, easier access for staff, less document chasing, a polished client experience, and security evidence you can examine.

Test the decision

Do not compare feature counts. Run one complete visa matter.

A checklist cannot show how much effort a product removes. Use a representative matter and complete the work that usually creates friction:

  1. Create the client and matter.
  2. Send a branded questionnaire and document request.
  3. Review a file, return it with a note, and receive the corrected version.
  4. Fill a Department form and a supported ImmiAccount application draft.
  5. Send a case email, assign a task, set a milestone, and trigger a reminder.
  6. Record an invoice, receipt, and relevant client or trust transaction.
  7. Open the same matter on a phone or tablet.
  8. Confirm that the practice-controlled backup contains the expected files.

Put the migration plan in writing before you switch

The product decision and the data-migration decision are separate. Ask for a written scope that answers these questions:

  • Which contacts, matters, documents, file notes, emails, dates, and accounts can move?
  • Which records need cleanup or manual work?
  • How will closed matters and audit history remain available?
  • Which templates need conversion or review?
  • How will the practice reconcile client and trust balances at the changeover date?
  • Who will test the result and sign off the totals?
  • What training, support, and fallback plan will the team receive?

Questions buyers ask

Questions to answer before you decide.

Is Matter a complete replacement for Migration Manager?

Matter includes the core work of an Australian migration practice: customer and case management, a branded client portal, document collection and review, reminders, case email, notes, tasks, milestones, Department forms, supported ImmiAccount fill, billing, client accounting, and trust accounting. Confirm the migration scope for your existing records and templates before you commit.

Does Matter need Windows?

No. Matter runs in a browser on desktop, tablet, and mobile without a local workstation installation.

Can Matter fill Department forms and ImmiAccount applications?

Yes. Matter fills common Department PDFs, including Form 80 and Form 956. It also copies approved case-form values into supported ImmiAccount application drafts. The practitioner reviews the result and controls lodgement.

Does Matter include client and trust accounting?

Yes. Matter includes billing, invoicing, receipts, client payment records, Xero integration, and client and trust accounting.

How should I compare Matter and Migration Manager security?

Compare published evidence, the scope of each assessment, access controls, backup ownership, export options, and incident procedures. Matter holds CASA Tier 3 certification after independent manual testing across all 14 OWASP ASVS categories. Migration Manager publishes ISO 27001 certification and independent penetration testing.

Can Matter import my Migration Manager data?

Yes. Matter includes a self-service Migration Manager import. Connect the Google Drive or OneDrive folder that contains your Migration Manager documents. Matter scans it and suggests contacts, organisations, and cases for you to review. You can import active cases and keep links to historical cases. Matter Immigration Enterprise includes white-glove migration support for larger or more complex moves.

Test Matter with one complete visa matter.

Use a representative matter to test the client portal, document requests, reminders, forms, email, tasks, accounts, mobile access, and backup. Decide from the work, not the feature count.

Start with a one-week free trial.