Case queue
See which cases need attention, what's blocked, and what's due next. Filter by type, assign by stage, prioritise by deadline.
matter by neudash
Your practice deserves better software.
Client Document Management Software for Professional Practices
Matter is the browser-based client document system. CASA Tier 3 security-tested. It replaces manual email follow-ups with automated requests and gives your clients a clean, branded portal. No installs, no setup fees.
Designed for 2026, not 2006
Legacy practice software stored the record while your team still had to chase missing documents, send reminders, prepare uploads, answer status questions, and keep each matter moving. Matter keeps the record, the portal, and the admin work connected in one place.
That changes both sides of the experience: your team gets a cleaner working system, and your clients get a modern portal that feels like your practice instead of a clunky add-on.
Built for practices handling high-volume client documents
Matter is the system of work for client document management for migration agents, tax accountants, lawyers, and other document-heavy firms. Your old software stored the file. Matter moves the work forward with connected intake, document requests, uploads, follow-up, preparation, deadlines, and delivery.
Best for
Migration agents, tax accountants, lawyers, and other professional-service teams handling document-heavy client work.
Why teams switch
Browser-based software with CASA Tier 3 certified security, branded client portals, secure document collection, and automation that keeps client work moving.
Review next
Your industry
Built for practices that handle sensitive documents.
Migration agents
Visa subclass templates, OMARA-ready compliance, sponsor tracking, and a client portal built for 190 countries.
See the migration pageTax accountants
Document collection, onboarding, portal updates, and admin control for tax work that still leaks into inboxes.
See the accounting pageLawyers
Client portal quality, document requests, onboarding, and status clarity for matters that still drag because the file work is too manual.
See the legal pageYour portal
Everything your practice needs. One place.
Your team should not have to reconstruct the file from inboxes and spreadsheets. Matter brings case work, document follow-up, notes, communication, and compliance into one working system.
Document requests
Create document checklists by case type. Clients upload through their secure portal. Track what's received, what's missing, and what's overdue. No more chasing via email.
Notes
Every note tied to the right case and searchable across your whole practice. When a regulator or auditor asks for records, they're already there.
Email integration
Deep integration with Gmail and Outlook for managing communications. Send client emails straight from the case file. Templates fill themselves in, and replies land back on the right matter automatically.
Automated backups
Integration with Google Drive and OneDrive for secure automated backup of case documents. Your files are automatically synced and protected.
Template management
An intuitive, effortless way to manage and customise your firm's templates. Keep your standard forms, document requests, and communications perfectly organised and ready to use in seconds.
Contacts & organisations
See every interaction with a client in one place. Track related organisations and their obligations. Nothing falls between cases.
Team & access
See who's working on what. Control who can access which cases. Staff directory with credentials and role-based permissions.
Timelines & milestones
Effortlessly manage case calendars, track critical timelines, and set milestones. Clear, smart reminders ensure you never miss an important date or deadline.
Automated client reminders
Stop manually chasing clients for missing files. Send perfectly timed, automated reminders using professional email templates to keep documents and actions on track.
See both sides
Staff get a working system. Clients get a modern portal.
One matter powers both sides of the experience: the internal portal keeps the file moving, and the client portal gives people a clear place for uploads, progress, and updates.
The agent portal keeps requests, notes, history, and follow-up together. The client portal gives every client a branded home for documents, messages, and onboarding instead of long email threads.
The portal looked better to clients straight away, but the bigger change was finally having requests, uploads, and follow-up tied to the matter instead of scattered through inboxes.
Principal Migration Agent
Security
Your clients' data demands real security.
When you handle sensitive client documents, "SSL encryption" is not a security standard. Matter has been independently pen-tested by an authorised security lab across all 14 OWASP categories.
Independently Pen-Tested
An authorised security lab tested every layer of the application across all 14 OWASP categories. Recertified annually.
Higher Than the Usual Standard
Verified application-level security, not just basic hosting, encryption, and marketing claims.
Encrypted and Access Controlled
Encrypted at rest and in transit, with isolated practices and role-based access.
Audit-ready by default.
Full audit trail
Every note, document, and communication stored with timestamps and attribution. Pull up a record from years ago in seconds.
Record keeping built in
Notes, emails, and file activity logged automatically. No extra effort to meet your professional obligations.
Document register
Track receipt and return of original documents with full chain of custody.
Independently security-tested
An authorised lab pen-tested every layer of the application. Client documents protected by verified application-level security, not just "SSL encryption."
Read about our securityDesigned for 2026, not 2006
Works in your browser on any device. No install. No Windows dependency. Just open it.
See the portalAutomation built in
Document reminders, deadline alerts, and client updates run themselves. You focus on advice, not admin.
See automation examplesFAQ
What is Matter by Neudash?
Matter is the system of work for client document management. It combines secure document collection, branded client portals, and automation specifically designed for migration agents, tax accountants, lawyers, and document-heavy firms.
What integrations does Matter support?
Matter deeply integrates with Gmail and Outlook for managing client communications directly from the case file. It also supports automated document backups to Google Drive and OneDrive.
What security certification does Matter have?
Matter holds CASA Tier 3 certification, the highest tier of the Cloud Application Security Assessment framework. An independent, authorised security lab performed manual penetration testing across all 14 categories of the OWASP Application Security Verification Standard.
Do I need to install anything to use Matter?
No. Matter is cloud-based and runs entirely in your web browser. It works on desktop (Windows, macOS), tablet, and mobile (iOS, Android). No software installation is required.
Can my clients access their case information?
Yes. Every case in Matter has a secure, branded client portal where your clients can see case progress, upload requested documents securely, read messages from your team, and complete onboarding questionnaires.
matter by neudash
Client document workflow that keeps the work moving.
Start free — upgrade when you're ready.