Agent portal
One practice for your entire team.
Cases, documents, deadlines, client communication, compliance. No more switching between five different tools. No more re-keying data from MatterAccount into a spreadsheet.
Dashboard & Case Queue
Your priority queue. Cases that need attention surface to the top. Filter by visa subclass, stage, assigned agent, or deadline. Each case moves through a stage-based workflow: new, in progress, lodged, decided, closed.
See at a glance which 482s are waiting on skills assessments and which partner visas need relationship evidence.
Case queue
Document Requests
Create document checklists per visa type. Your clients upload through the secure client portal. Track what has been received, what is missing, what is overdue.
Stop chasing documents over email. Create a request, your client gets a notification, they upload directly.
Document requests
Calendar & Deadlines
Day and week views across your entire practice. Visa lodgement deadlines, skills assessment deadlines, nomination expiry dates, bridging visa conditions.
Every subclass has different deadlines. Matter tracks them so you don't have to keep a spreadsheet.
Calendar
Notes & File Notes
Full-text search across all notes in all cases. Every note is timestamped and attributed to a staff member. Compliance-ready record keeping that satisfies Code of Conduct obligations for recording oral communications.
Write the note. It's timestamped, attributed, and searchable. When OMARA asks for records from 2022, pull them up in seconds.
File notes
Outgoing templates with merge fields for client names, visa subclass, case references, and deadlines. Send from your firm's identity. Incoming email captured against the right case automatically.
Templates for engagement letters, status updates, document requests. Personalised with merge fields. Sent and recorded against the case.
Contacts, Organisations & Sponsors
Your client contact directory with full history across every case they have been involved in. Sponsor directory with nomination tracking and obligation monitoring.
Every person and organisation connected to the right cases.
Contacts & sponsors
Templates
Case templates by visa subclass with pre-configured document checklists, stages, and deadlines. Document request templates. Questionnaire templates for client onboarding.
Set up your 482 template with the right document checklist, stages, and deadlines. Every new employer-sponsored case starts from that template.
Templates
Team Management
Staff profiles with MARN numbers. Case assignments and workload visibility across the practice. Role-based access controls: admin, agent, support.
MARN holders get full access. Support staff see what they need. Admin controls who can do what.
Team management
Built on Neudash
Matter runs on the Neudash automation platform. The features above are the foundation. Automation turns them from tools into a system that runs your practice.
Document reminders go out on schedule. Deadline alerts fire before anything slips. Client status updates happen without you writing them. You focus on immigration advice. The platform handles the admin.
See automation examples