We moved to Matter because we were looking for a really good document management system as well as a really good experience for our clients via the client portal. And Matter did both of those things extremely well. We were also looking for something that was very highly secure and very compliant with our industry and Matter also delivered on those things. Matter provided a fantastic overall CRM and case management solution. Clients love the client portal, so they can access it from anywhere. They can access it using their phone. They can access it on their desktop or laptop devices as well. We can also provide them instructions of exactly what to upload and exactly the type of things they need to be providing us. And that gives a fantastic, smooth communication between both the clients and also for us as well. So the the ability for Matter to automatically compress the files down to what the immigration department requires is fantastic. It saves us a lot of time having to resize the different documents and different PDFs. At the same time, I can also compile the different PDFs within Matter, so I don't have to go outside of the software itself in order to do all these little bits and bobs. We saved a lot of time by using Matter. It is really like a one-stop solution for us.
Four moments from their story.
Why they chose Matter, how clients use it, and the features that help every
day.
Why we chose Matter
Read the transcript
We moved to Matter because we were looking for a really good document management system as well as a really good experience for our clients via the client portal. And Matter did both of those things extremely well. We were also looking for something that was very highly secure and very compliant with our industry and Matter also delivered on those things. Matter provided a fantastic overall CRM and case management solution.
A client portal clients love
Read the transcript
Clients love the client portal, so they can access it from anywhere. They can access it using their phone. They can access it on their desktop or laptop devices as well. We can also provide them instructions of exactly what to upload and exactly the type of things they need to be providing us. And that gives a fantastic, smooth communication between both the clients and also for us as well.
PDFs sized for the department
Read the transcript
So the the ability for Matter to automatically compress the files down to what the immigration department requires is fantastic. It saves us a lot of time having to resize the different documents and different PDFs. At the same time, I can also compile the different PDFs within Matter, so I don't have to go outside of the software itself in order to do all these little bits and bobs.
A one-stop solution
Read the transcript
We saved a lot of time by using Matter. It is really like a one-stop solution for us. Matter provided a fantastic overall CRM and case management solution.