Complete practice capability should feel good to use. Matter connects CRM, cases, documents, forms, agreements, team work, billing, and client and trust accounting in a polished experience for staff and clients. See what your next platform can do before you renew Migration Manager or Officio.
Short answer
Matter is your next migration practice platform: complete capability with a polished experience for staff and clients. Run CRM, cases, team work, documents, letters, agreements, electronic signatures, billing, and client and trust accounting in one modern system. Automate document reminders and fill supported Department forms and ImmiAccount drafts from approved case data. Review files with clear correction notes, keep clients informed through your branded portal, and back up documents to storage your practice controls. Every Matter Immigration feature is included on every plan and available now. Matter holds independently tested CASA Tier 3 application-security certification.
Who this is for
Australian RMAs, principals, and practice managers choosing their first practice system or replacing an existing one.
A higher standard for your practice
Every Matter Immigration feature. Every plan. Available now. 99.99% uptime SLA. CASA Tier 3 certified. Independently tested across all 14 OWASP ASVS categories. Backup to your own Google Drive or OneDrive. Founders with 40+ years of combined enterprise software experience at global scale.
Compare in detail
Looking for business automation rather than migration practice software? See the Automation comparisons for Neudash, Zapier, Make, and Power Automate.
Start with intake, documents, forms, follow-up, billing, staff handoffs, and record keeping. Published features show what is available. A real case shows how much effort the work takes.
| Practice need | matter | Migration Manager | Officio |
|---|---|---|---|
| Access and product design | Web app with no workstation installation; staff and clients work from the same case record across computers, tablets, and phones | Windows desktop app installed on practice computers, with data stored and backed up in the MM cloud | Browser-based cloud suite for migration practices |
| Client experience | Branded portal for questionnaires, document requests, uploads, messages, and case progress | Branded MM Portal for questionnaires, documents, messages, and application updates | Client portal for forms, document uploads, collaboration, and status updates |
| Admin and follow-up | Document requests and file review, reminders, case email, tasks, calendar, and milestones use the case record, reducing repeated entry and manual chasing | eLodge automation, questionnaires, checklists, templates, and filenotes | Questionnaires, automated tasks and reminders, email and calendar, templates, and workflow management |
| Online lodgement and forms | Department forms and supported ImmiAccount applications can be filled from approved Matter data; the RMA reviews the result and controls lodgement | eLodge workflows for ImmiAccount, skills assessments, ART applications, and Department PDF forms | ImmiXpress uses questionnaire data to populate ImmiAccount forms; ABN and ACN checks are also listed |
| Records and accounts | Case records, notes and history, documents, correspondence, billing, invoices, receipts, client accounts, trust accounts, payment records, and Xero integration | Matter records, filenotes, client accounting, reporting, Xero integration, and trust-accounting functions | Case files with notes, documents, tasks, accounting, billing, payment schedules, and time records |
| Published security evidence | CASA Tier 3: an authorised lab manually tested the application across all 14 OWASP ASVS categories; customer-owned Drive and OneDrive backup is available | ISO 27001 certification, encrypted portal communication, and published security-review information | Encryption, access controls, third-party vulnerability scans, hosting audits, monitoring, and Australian backups |
Sources: Matter product and security information, Migration Manager features, Migration Manager security, Officio migration CRM, Officio security. Reviewed 24 August 2026. Product details can change. Test any requirement that could block a move before you sign.
A move should fix a costly daily problem. These are signs that the current setup is holding the practice back.
The interface is hard to learn, common actions involve unnecessary effort, or staff create workarounds outside the product.
Staff repeatedly chase documents, copy information, send status updates, or rebuild context before they can move a matter forward.
Requests, uploads, messages, and progress updates arrive through different channels, which makes a capable practice look disorganised.
The practice cannot quickly reconstruct what happened, control access, confirm independent testing, or keep a usable backup under its control.
Matter is built to remove repeated work from the case lifecycle. Approved case data can flow into ImmiAccount applications and Department forms. Document requests, reminders, accounts, records, and client updates stay tied to the matter.
Staff are not tied to an installed workstation. Clients see the practice's own branding and a clear next action. Test Matter with a real case and count the steps, repeated entry, and client questions it removes.
A sales demonstration shows the ideal path. A controlled trial shows what your staff and client will actually do.
Choose a typical visa matter with intake, forms, document requests, client questions, deadlines, billing, and staff handoffs.
Ask both people to complete their normal work. Do not judge the product only from a sales demonstration.
Record each duplicate entry, file move, reminder, status message, and step that requires someone to remember what happens next.
Confirm that you can retrieve notes, correspondence, documents, dates, and actions. Then verify access controls, exports, backups, and support.
FAQ
No. A feature matters only when it makes a recurring job faster, safer, or easier. Test the jobs your practice performs each week, including client intake, document collection, forms, follow-up, billing, record keeping, and staff handoffs.
Matter is built to replace either system. It covers intake, client portal, document work, communication, ImmiAccount application filling, Department forms, client accounting, trust accounting, case records, billing, security, and staff collaboration. It runs in the browser, so a practice can move beyond a Windows desktop installation without giving up its core migration workflows.
Matter keeps document requests, review, reminders, client email, notes, tasks, milestones, forms, billing, and records with the case. This reduces the need to chase work across separate inboxes, spreadsheets, calendars, and file stores.
Software cannot make a practice compliant or replace an RMA's professional judgement. Matter helps the practice keep notes, correspondence, documents, dates, tasks, agreements, and client activity attached to the matter so staff can retrieve the record when needed.
Matter holds CASA Tier 3 certification. An independent authorised security lab manually tested the application across all 14 categories of the OWASP Application Security Verification Standard. Matter also supports backup to customer-owned Google Drive and OneDrive storage.
No. Matter supports solo RMAs and growing practices. “Serious practice” describes the standard expected from the software, not the size of the firm.
Matter offers a 99.99% uptime SLA. It holds Cloud Application Security Assessment (CASA) Tier 3 certification. An independent authorised security lab manually tested Matter across all 14 categories of the OWASP Application Security Verification Standard. Back up records to your own Google Drive or OneDrive. Its founders have 40+ years of combined experience building and operating enterprise software at global scale. These are concrete reasons to choose Matter for sensitive practice work.
See how Matter handles that work before you renew your current software. Seven days of full product access. No credit card required. No setup fee.