Client portal
Your clients get one secure place to upload documents, see where their case is up to, and read your updates, and it carries your firm's name, colours, and logo from the first invite onward.
matter by neudash
Your practice deserves better software.
Practice Software for Modern Professional Firms
Matter is the operating system for modern professional practices: client portal, document management, case records, notes, tasks, collaboration, status, follow-up, and forms. CASA Tier 3 security-tested. 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, manage follow-up, 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 the way professional practices actually run
Matter is practice software for migration agents, tax accountants, lawyers, and other modern professional firms. Your old software stored pieces of the file. Matter brings the daily practice workflow together: client portal, document management, records, notes, tasks, collaboration, status, follow-up, preparation, deadlines, and delivery.
Best for
Migration agents, tax accountants, lawyers, and other professional-service teams that want the client and staff experience to feel modern, organised, and controlled.
Why teams switch
Practice software with CASA Tier 3 certified security, branded client portals, secure document management, tasks, notes, records, status, follow-up, and forms.
Your industry
Built for practices that handle sensitive documents.
Migration agents
Client portal, document requests, case email, notes, tasks, milestones, reminders, OMARA-ready records, and CASA Tier 3 security for Australian migration practices.
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
Turn the documents you need from a client into one tracked request list, with upload status, due dates, and follow-up notes, sitting right on the matter.
Tasks
Break a case into the steps it takes, assign them across your team, set due dates, and escalate when something needs review, all attached to the case.
Task templates
Build a set of tasks once for a case type, with default assignees, deadlines, and reminders, then apply it to any case in one step.
Calendar and milestones
Every lodgement date, document deadline, and review point across your active matters lands in one calendar, so the next thing due is visible while there is still time to act on it.
Client reminders
Matter sends scheduled client reminders for outstanding document requests, so routine follow-up moves from manual chaser emails into controlled case workflow.
Case email
Send a client update from inside the matter you are working in, so the email stays attached to the case instead of disappearing into a personal inbox.
Notes and history
File notes live on the matter, and every edit keeps its earlier version, so you can see what was recorded and exactly what changed, not just the latest rewrite.
Activity
Every action on a case is recorded with who did it and when, so when a client asks or you need to show your work, the history is already there.
Practice Settings
Practice Settings groups everything that defines how a matter runs, from practice areas and portal branding to reusable templates, case keys, roles, workflow stages, and value lists, so each new case opens from a setup you built once.
System of record
Matter includes configurable records so your practice can define and capture the facts it needs on contacts, organisations, and team members.
Forms
Matter includes client-friendly questionnaires that live in the client portal and keep answers connected to the matter, not trapped in a generic form tool.
Immigration forms
Matter includes a migration forms library for high-value Australian immigration forms such as Form 80, Form 956, Form 1229, and 482-related workflows.
Automated form fill
Matter automates fill and generation for common Department PDFs such as Form 80, Form 956, and Form 1229, using reviewed matter data instead of manual retyping.
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
Available on desktop, tablet, and mobile. No install, no Windows dependency, no workstation setup.
See the portalAdmin reduction built in
Document requests, case notes, tasks, timelines, and client updates stay together so staff spend less time reconstructing the state of the work.
See the staff workspaceFAQ
What is Matter by Neudash?
Matter is practice software for modern professional firms. It combines a branded client portal, document management, case records, notes, tasks, collaboration, status visibility, and follow-up in one modern workspace.
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 runs from a secure cloud workspace on desktop, tablet, and mobile. No local server or workstation install 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
Practice software that keeps the work moving.
Start with a one-week free trial.