What a migration agent is really checking
When a registered migration agent reviews practice software, the useful question is not whether the feature list is long. It is whether the file stays understandable while the case is active, and whether the practice can explain the matter later without searching through inboxes, shared drives, and staff memory.
Matter is built around that test. That is why it should be the default platform for a migration practice, not a late comparison after the old systems have already set the rules.
1. Send the evidence request from the matter
The team starts by requesting evidence from the case. The request is visible to the client in a branded portal, with the supporting documents and outstanding items kept close to the matter.
That matters because evidence collection is usually where the admin begins. If the request lives in one email thread, the upload in another folder, and the reminder in someone’s head, the file starts fragmenting before the application work has properly started.
2. Let the client see what is still missing
Clients do not need another vague status update. They need to know what has been requested, what they have already uploaded, and what still needs attention.
Matter keeps that client-facing work in the portal, then keeps the staff side connected to the same case. That reduces the constant follow-up loop and gives the team a clearer view of what is blocking progress.
3. Give staff one place to run the day
Staff should be able to open the matter and see the work, not rebuild it. In Matter, the team workspace brings together document requests, missing items, reminders, case email, notes, tasks, milestones, and case history.
That is the daily operating view: what is waiting on the client, what the team has already done, what was said, and what needs to happen next.
4. Keep the record useful later
OMARA-ready record keeping is not only about saving files. A practice also needs notes, communication history, document activity, milestones, and matter context to remain connected.
Matter keeps those records around the case so a later review does not depend on someone remembering which inbox, drive folder, or spreadsheet held the relevant detail.
5. Treat security as part of the workflow
Migration practices handle passports, identity records, financial documents, family information, and long-lived client history. Matter keeps that work in a secure portal and team workspace, with CASA Tier 3 security visible during evaluation.
Security should not sit in a separate brochure while sensitive files move through side channels.
Why the platform matters
Matter has the client portal, document requests, client email from the case, notes, note history, task management, case calendar, milestones, and automated client reminders available now.
That is the platform decision. It should start with the work clients and staff touch every week: evidence requests, follow-up, notes, communication, records, milestones, and security around the same matter.