Matter comparison

Matter vs Migration Manager

Migration Manager is a long-established option for migration practices. Matter is the better fit if you want browser-based access, a stronger client experience, and automation that keeps document-heavy work moving.

Short answer

How Matter compares to Migration Manager

Migration Manager is a fit for firms that want to stay with a long-established desktop-era system. Matter is stronger for practices that want browser-based access, a better client experience, and software that keeps document-heavy work moving without as much manual admin.

Best for

Migration practices deciding whether to keep a desktop-oriented operating model or move to browser-based workflow with lighter rollout and automation.

Why teams switch

Browser-based access, client portal workflow, automation inside the file, and independently tested application security.

Side by side

How the trade-off looks in practice.

Decision pointMigration Manager
ArchitectureModern web app, works on any deviceDesktop app + cloud hybrid
Security certificationCASA Tier 3ISO 27001
Client portalIncluded on all plansMM Portal (included)
Letter templatesCase templates included4,000+ ($50/mo add-on)
Mobile accessFull browser accessLimited (desktop app)
AI featuresNeudash automation built inNone
OnboardingSelf-service, immediateAssisted setup

Where the difference shows up

What matters most in the workflow and buying decision.

Security that tests the application itself

CASA Tier 3 means the application was independently penetration tested across all 14 OWASP categories. ISO 27001 still matters, but it measures organisational controls rather than the application itself.

Easier to evaluate and roll out

Browser-based access changes the rollout conversation. Teams can inspect Matter directly instead of starting with desktop install steps and a paid implementation project.

Modern architecture

Open it in a browser on any machine. No desktop install, no Windows dependency, and no office-only setup just to check a case while the team is away from the desk.

Client experience that feels current

The portal feels like part of the practice, not back-office software shown to the client. People can upload documents, track progress, and read updates without repeated coaching.

Automation built in

Because Matter runs on Neudash, reminders, deadline alerts, and client updates can be automated inside the file. The gain is less admin, fewer missed follow-ups, and more time on client work.

Decision guide

Choose the product that matches the job.

Stay with Migration Manager if familiarity still wins

Stay with Migration Manager if your team is already efficient inside the current desktop workflow, depends heavily on MM Templates, or sees the cost of change as higher than the cost of staying put.

Look at Matter if you want a lighter operating model

Choose Matter if you want browser-based software the team can use anywhere, stronger client experience, verified application security, and workflow automation that takes admin off the practice.

More detail

Where each product comes from

Migration Manager is the incumbent for a reason. It has a large template library, years of market habits behind it, and workflows many firms already know well.

If your practice depends on that familiarity every day, that is not inertia. It is a real operational advantage, and it is worth acknowledging plainly before you compare anything else.

FAQ

Buyer questions that matter on this comparison.

How does Matter compare to Migration Manager?

Migration Manager is an established desktop-based case management tool. Matter is a browser-based alternative with CASA Tier 3 security, built-in automation, and a cleaner client experience.

Can I switch from Migration Manager to Matter?

Yes. The main decision is not whether switching is possible. It is whether your practice wants browser-based access, modern client workflows, and less manual admin badly enough to change systems.

What is the biggest difference between Matter and Migration Manager?

The operating model. Migration Manager is built around a desktop-plus-cloud setup. Matter is built around browser access, client portal workflows, and automation that keeps the file moving.

See whether Matter fits your practice.

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