Step-by-step guides

Follow a task from setup to its result, or connect saved details, client questionnaires, and official form preparation.

Guides by Michael Ruflin, Neudash co-founder and author of the Matter help guides.

Document requests

• Schedule document reminders

  Set up automatic reminder emails for a document group in Matter.

Client portal

• Give a client access to a document group

  Let a client open a case and its document groups in Client Portal.

• Add or change a client email address

  Add or change the email address saved on a client contact in Matter.

Email setup

• Connect a mailbox for outgoing email

  Connect a Gmail or Outlook mailbox that Matter can use to send email.

Forms and questionnaires

• From client details to an official form

  Reuse saved details, collect missing answers, review supporting files, and prepare a supported official PDF or ImmiAccount application.