From
US$29/mo
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Pricing
7 day free trial - no card required, try all features Cancel or change your plan any time
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Configurator
Choose products and capacity.
From US$90US$20/mo
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Package
Choose by case volume: We open about new cases per month
Choose by team size: We have RMA seats
Starter is for a single RMA just starting out. Add a seat, or go past 5 new cases a month, and you move to Standard — where every RMA seat is US$170/mo and carries 20 new cases per month.
Plan capacity and features
Capacity
- RMA seats
- 1 seat
- New cases per month
- Up to 5
- Cases
- Unlimited
- Contacts
- Unlimited
- Organisations
- Unlimited
- Leads
- Unlimited
- Support staff seats
- Unlimited
- Document review workflows
- Unlimited
- Document storage
- 10 GB
Included features
- Full CRM
- Included
- Service agreement template and editor
- Included
- Outgoing email integration
- Included
- Automated branded emails
- Included
- Client questionnaires
- Included
- Immi forms and automatic fill
- Included
- Client portal and letter branding
- Included
- Collaboration tools and system of work
- Included
- Backup to your own storage Google Drive or OneDrive
- Included
- Invoice management and Xero integration
- Included
Automation Questions
Questions about Automation.
Answers about AI credits, processing time, and adding capacity.
What uses processing time?
Processing time is used when your workflows are actively running. Waiting for a scheduled delay or an external event does not consume processing time.
Do I need a credit card to try it?
No. The 7 day free trial runs without a card. You only need to add one later if you choose a paid package.
Can I cancel or change plans later?
Yes. Billing admins can change packages, add capacity, schedule downgrades, or cancel from billing settings.
Matter Questions
Answers for migration agents.
Seats, case volume, free trials, and changing plans.
Does the monthly case limit count all my old cases?
No. Matter counts new cases opened during that billing month. Existing cases, older matters, and previous months do not use the next month's new-case allowance.
If I finish or close a case, does that free up a case slot?
No. Matter is not priced as a live slot system. Opening a case counts toward that month's new-case allowance. Closing it does not add that allowance back. The allowance resets each month.
Can one case have more than one client or party?
Yes. A case can include multiple applicants, family members, sponsors, organisations, or other related parties. If you manage it as one immigration matter, it counts as one case.
When should I choose Starter?
Starter is for one registered migration agent (RMA) just getting started. It includes every Matter feature, up to 5 new cases per month, and unlimited free support staff seats.
When do I need Standard?
Choose Standard when you actively manage immigration cases. It includes every Matter feature, 1 RMA seat, and 20 new cases per month. Each RMA seat adds 20 new cases per month.
Do I pay for support staff seats?
No. Every Matter plan includes unlimited support staff seats at no extra cost. Support staff seats do not add new-case capacity.
Can I start on Starter and upgrade later?
Yes. Start on Starter, then move to Standard when you open more than 5 new cases per month.
Can I downgrade from Standard back to Starter?
Yes, as long as your account fits Starter: 1 RMA seat and up to 5 new cases per month. Support staff seats stay free and unlimited.
Do clients count as RMA or support staff seats?
No. RMA and support staff seats are for team members working in Matter. Clients using the client portal do not count as either.
What happens if I hit my monthly case limit?
Existing cases stay available. If you are on Starter, move to Standard. If you are on Standard, add an RMA seat for 20 more new cases per month. Support staff seats do not add new-case capacity.
Do I need a credit card to try it?
No. The 7 day free trial runs without a card. You only need to add one later if you choose a paid package.
Can I cancel or change plans later?
Yes. Billing admins can change packages, add or remove Standard RMA seats, schedule downgrades, or cancel from billing settings.
Start now
Start with a 7 day free trial.
Try Matter or Automation without a card, then keep the products and capacity that fit how you work.