Case and document management
Your practice deserves better software.
Matter keeps cases, documents, deadlines, and client updates in one place. CASA Tier 3 certified security. Elegant design. Fair pricing. No $900 setup fees, no desktop installs, no 36‑month contracts.
You already know the problem.
Migration Manager charges $279 a month per licence, requires a desktop install, and locks you into contracts up to 36 months with a $900 setup fee. Officio won't tell you what it costs until you talk to their sales team. And if you're running your practice on spreadsheets and email folders, you know something critical will eventually slip.
You hold a MARN. You passed the capstone assessment. You advise people on one of the most important decisions of their lives. Your software should match that standard.
CASA Tier 3 certified security
An independent security lab tested every layer of matter against all 14 categories of the OWASP Application Security Verification Standard. No other migration case management software in Australia has this. Your clients' passport numbers, financial records, and health information are protected by verified application‑level security. Not generic "SSL encryption" claims.
Read about our securityDesigned for 2026, not 2006
Matter works in your browser. It works on your phone. It works on your tablet. No desktop installation. No Windows dependency. No $900 setup fee. No waiting three weeks for onboarding. Open it and start managing your cases.
See the agent portalAutomation built in
Matter runs on Neudash, an automation platform. Document collection reminders go out on schedule. Deadline alerts fire before anything slips. Client status updates happen without you writing them. You focus on immigration advice. Matter handles the admin.
See automation examplesAgent portal
Everything your practice needs. One place.
No more switching between five different tools. No more re-keying data from MatterAccount into your CRM. Matter puts case management, document collection, client communication, and compliance tracking in one practice.
Case queue
See which cases need attention, what's blocked, and what's due next. Assign by stage, filter by visa subclass, prioritise by deadline.
Document requests
Create document checklists by visa type. Your clients upload through their secure portal. Track what's received, what's missing, and what's overdue. No more chasing via email.
Calendar & deadlines
Visa lodgement dates, follow-ups, skills assessment deadlines. Day and week views. Automated reminders before anything slips.
Notes
Full-text search across all file notes. Markdown formatting. Compliance-ready record keeping that satisfies your Code of Conduct obligations.
Templates with merge fields. Send directly from matter with your firm's sender identity. Incoming email captured against the right case.
Contacts & organisations
Client directory with full contact history. Sponsor organisations with obligation tracking. Everyone connected to the right cases.
Templates
Case templates by visa subclass. Document request templates. Questionnaire templates for client onboarding. Set up once, reuse across every new case.
Team & sponsors
Staff profiles with MARN numbers. Case assignments. Role-based access. Sponsor directory with nomination tracking.
Client portal
Your clients see this. They'll thank you for it.
Your clients shouldn't have to email you asking for updates. Documents shouldn't get lost in threads. And nobody should be left wondering if their agent has forgotten about them.
Give every client a clean, secure portal where they can:
- See exactly where their case is up to
- Upload the documents you've requested, categorised and with due dates
- Messages and updates from your team, in one place
- Complete onboarding questionnaires before their first meeting
The portal is simple enough that clients who don't speak English as their first language can navigate it. That is important when your clients come from 190 countries.
See the client portalClient portal
Security
Your clients' data demands real security.
In 2024, Aussizz Group, one of Australia's largest migration agencies, had 300 gigabytes of client data stolen by ransomware. Passports. Financial records. Health information. Criminal history checks.
In 2025, OMARA's own portal had a data breach.
Most migration software advertises "SSL encryption" and "cloud hosting" as security features. That's the minimum to have a website. It tells you nothing about whether the application itself has been tested for vulnerabilities.
CASA Tier 3 Certified
The highest tier of the Cloud Application Security Assessment. Independent manual penetration testing across all 14 OWASP ASVS categories. Recertified annually.
Atlassian Engineering Heritage
Built by engineers who spent decades at Atlassian, building secure cloud infrastructure trusted by the world's largest enterprises.
Australian Data Residency
Your clients' data stays in Australia. Encrypted at rest and in transit. Isolated practices with role-based access controls.
Compliance
Built for the 2026 regulations.
The Migration Agents Regulations 2026 replaced the 1998 regulations, the first major overhaul in 28 years. New CPD requirements. Stricter record-keeping obligations. Real enforcement. Matter is already compliant.