Available Available in Matter now

System of record for matter data

Matter includes configurable records so your practice can define and capture the facts it needs on contacts, organisations, and team members.

Key details live on the record they belong to, ready for review and reuse instead of buried in notes, PDFs, or inbox threads.

Matter Practice Settings fields screen showing Australian migration field groups for contacts, organisations, and team members.

Define the facts your practice cares about

Matter includes a configurable record layer for the people and organisations around your cases. The goal is simple: define the fields your practice needs, capture those facts in the right place, and stop relying on notes, PDFs, or inbox history as the source of truth.

Start from domain-specific fields

For migration practices, the fact model needs more than a generic contact record. It needs identity details, passport history, family relationships, travel history, employment, education, addresses, organisation details, representative details, and other fields that support the forms and evidence work the practice runs every day.

Capture once, reuse later

A contact, organisation, or team member carries the details the practice needs to work with them. Once a fact has been reviewed, it becomes available for the next step instead of being retyped into every form, request, or internal note.

The foundation for forms and form fill

This is the data layer behind the forms work. Client questionnaires need somewhere reliable to store accepted answers, and automated form fill needs reviewed data it can trust. These pieces work together so Matter becomes a stronger system of record for case work.

Built for reuse across the matter

The system-of-record layer supports review, updates, and safe reuse across contacts, organisations, team members, case forms, and client requests.

Questions

Is the system of record available today?

Yes. Matter keeps reusable matter data connected to contacts, organisations, team members, forms, and case work.

What kinds of records does it cover?

The record layer covers configurable data for contacts, organisations, and team members, so a practice can capture the facts it relies on across matter work.

Start Matter with a free trial.

Test the workflow on real client document work, then review pricing when you are ready to choose a package.

Start with a one-week free trial.