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.
Matter comparison
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
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.
Follow the proof
Side by side
| Decision point | matter | Migration Manager |
|---|---|---|
| Architecture | Modern web app, works on any device | Desktop app + cloud hybrid |
| Security certification | CASA Tier 3 | ISO 27001 |
| Client portal | Included on all plans | MM Portal (included) |
| Letter templates | Case templates included | 4,000+ ($50/mo add-on) |
| Mobile access | Full browser access | Limited (desktop app) |
| AI features | Neudash automation built in | None |
| Onboarding | Self-service, immediate | Assisted setup |
Where the difference shows up
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.
Browser-based access changes the rollout conversation. Teams can inspect Matter directly instead of starting with desktop install steps and a paid implementation project.
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.
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.
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
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.
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
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.
Related proof
Migration software
See the wider migration-software shortlist before you decide.
Open pagePortal
Inspect how the client-facing workflow looks in practice.
Open pageSecurity
See the public security detail behind the product.
Open pageFAQ
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.
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.
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.
Start in the browser and see how it fits your practice.