Matter · Features
The complete matter workflow, available now.
Run your whole practice in one modern system: CRM, cases, documents, forms, agreements, team work, billing, and client and trust accounting. Give staff and clients a polished experience, from the first enquiry to the final invoice.
Seven days of full product access. No credit card required. No setup fee.
- Full CRM, leads, cases, and team work
- Billing, Xero, and client and trust accounting
- Branded agreements and electronic signatures
- 99.99% uptime SLA, CASA Tier 3 security, and customer-owned backup
- 17 detailed feature guides
- Every Matter Immigration feature. Every plan. Available now.
Feature guides
Every core migration-practice workflow, in one workspace.
Explore the workflows below in detail. Every Matter Immigration plan also includes full CRM, billing, rate cards, client and trust accounting, Xero integration, and backup to your own Google Drive or OneDrive.
Client evidence
Win the client and collect the evidence
Give clients one branded place to upload documents, see requests, and receive follow-ups.
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.
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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.
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Document review
Matter gives staff a review step for submitted client files, with per-file accept or reject decisions, notes, and a final outcome that either completes the request or returns it to the client for changes.
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Image conversion
Matter prepares supported image uploads during document collection, converting oversized or incompatible client images into upload-ready JPEGs before they are saved to the request.
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Scheduled reminders
Schedule client reminder emails on outstanding document requests so follow-up starts from the case, follows a controlled cadence, and stops when the work is resolved.
Learn moreForms and form fill
Capture structured data once
Turn answers and reviewed matter data into structured records, official forms, and generated PDF drafts.
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.
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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.
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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.
Learn moreCase operations
Run the case work
Break matters into tasks, reusable templates, milestones, and dates your team can actually manage.
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.
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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.
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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.
Learn moreMatter history
Keep the record clean
Keep notes, activity, case data, and decisions together so every case has a durable history.
System of record
Matter includes configurable records so your practice can define and capture the facts it needs on contacts, organisations, and team members.
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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.
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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.
Learn moreClient communication
Send the correspondence
Write to clients from the case, on your own design, with the details filled in from the record.
Letters
Start with a built-in template or import your own letters and service agreements. Matter recreates your branding and design, fills in client details, and lets you send agreements for e-signing.
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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.
Learn morePractice control
Operate the practice
Manage team settings, case templates, practice areas, and the shared rules that keep work consistent.
Run every matter from one complete system.
Every Matter Immigration feature. Every plan. Available now. Run CRM, cases, documents, supported forms, agreements, team work, billing, and accounts together. Choose a plan for the RMA seats, new-case capacity, storage, and service level your practice needs.
Seven days of full product access. No credit card required. No setup fee.