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.
At a glance
Migration Manager is deeply entrenched but suffers from a heavy desktop-oriented model and an outdated interface. Matter is the alternative for RMAs who want a browser-based CRM, a 10-minute setup, clear client portals, deep Google Drive & Gmail integrations, and AI-powered workflows.
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, 2-click cloud drive backups, AI-powered automation, OMARA-ready, and independently tested CASA Tier 3 security.
Follow the proof
Side by side
| Decision point | matter | Migration Manager |
|---|---|---|
| Architecture | Modern web app, works on any device | Desktop app + cloud hybrid |
| Cloud Drive & Email Integrations | Included out-of-the-box (2-click sync to Drive, deep Gmail integration) | Requires third-party add-ons or manual file moving |
| Security certification | CASA Tier 3 & ISO27001 aligned | ISO 27001 |
| Client portal | Included on all plans | MM Portal (included) |
| Letter templates | Free, fully customisable templates included | 4,000+ ($50/mo add-on) |
| Mobile access | Full browser access | Limited (desktop app) |
| AI & Automation | AI-native engine with automated document reminders and email templates | None natively built-in |
| Onboarding & Setup | $0 setup fee, up and running in 10 minutes | Up to $1,800 professional setup fee |
| Trust Accounting & Invoicing | FinOps solution coming soon | Mature built-in accounting |
| ImmiAccount & Forms | Coming soon | eLodge integration |
Where the difference shows up
We know OMARA compliance is critical. Matter goes beyond basic cloud hosting by achieving CASA Tier 3 certification, meaning the application itself is independently penetration-tested to the highest standards. MM relies on organisational ISO27001 without the same published application-level testing.
Migration Manager charges up to $1,800 for professional setup and training. Matter is so intuitive that your practice can be fully self-served and up and running in under 10 minutes with zero setup fees. Browser-based access changes the rollout conversation completely.
Instead of just reselling rigid templates, Matter allows you to easily customise and build upon them. We make it a breeze to truly leverage your institutional knowledge while keeping up with the latest changes, and we do not charge extra for it. All batteries are included.
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.
Neudash, the company behind Matter, builds AI and automation natively. Stop manually emailing clients for missing documents. Matter uses advanced AI models to automatically send branded reminders, request missing information, and notify you when a file is ready for review.
We provide a 2-click automated backup sync with Google Drive and Dropbox, intelligently placing files in the right place so you never have to worry about backups. Our deep Gmail integration means emails are sent from within Matter but replicate into your Gmail for full lineage.
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.