Notes stay attributable
Matter keeps notes and matter history attached to the file so the team can see what happened, when it happened, and who recorded it.
matter by neudash
For AU migration agents
OMARA compliance record-keeping software for migration agents.
Record keeping becomes painful when notes, communications, agreements, and documents live in different places. Migration practices need those records to stay accessible, attributable, and connected long after the first upload.
At a glance
OMARA compliance record-keeping software for migration agents.
Matter is record-keeping software for OMARA-regulated migration agents who need documents, notes, communications, and matter history to stay connected and accessible. It helps practices keep attributable records around the case without rebuilding the audit trail across inboxes and drives.
Best for
Registered migration agents and migration practices that need clearer control over service agreements, notes, communications, sensitive documents, and long-lived matter records.
Why teams switch
CASA Tier 3 security, matter-linked notes and communications, service-agreement visibility, document history, and a workflow built around secure client records.
What the workflow has to handle
Where the work breaks when the file, client, and team are split apart.
Communications do not disappear into inbox archaeology
Client updates and document activity stay connected to the matter instead of relying on someone finding the right email months later.
Sensitive records stay in a secure workflow
Matter combines secure storage and CASA Tier 3 certification for practices handling passports, identity documents, and financial records.
Record keeping supports the work, not only the archive
The same records used for follow-up and coordination remain useful later when the practice needs to review or produce them.
Product walkthroughs
Review the client and team experience.
Security
Review the security posture
See the CASA Tier 3 proof page for practices that need application-level security evidence.
Explore the detailsStaff view
Review the team workspace
See how Matter keeps notes, updates, and document history attached to the matter.
Explore the detailsClient portal
Review the client-side workflow
See how uploads and status updates stay connected from the client side of the matter.
Explore the detailsCompliance record keeping only works if the history stays readable
Migration practices do not usually struggle because they lack somewhere to save a file. They struggle because the records that explain the matter are split across inboxes, shared drives, paper notes, and staff memory.
That fragmentation creates risk and more admin.
The key question is whether the record explains itself later
A useful record has attributable notes, communications tied to the right matter, sensitive files handled in a secure workflow, and a history someone can still understand years later without rebuilding the story.
That is what to compare against.
Who this suits
Choose this path if record keeping needs to be part of the daily workflow, not a separate archive job.
If a broader legacy suite is on the shortlist, judge whether it can keep the record as clear, connected, secure, and usable as Matter keeps it.
Related pages
Keep going from the workflow you are evaluating.
Related workflow
Case management software for migration agents
See how Matter keeps the case moving day to day, not only how it keeps the record.
Read nextRelated workflow
Document collection software for migration agents
See the workflow page focused on collecting and reviewing the documents that later need to remain accessible.
Read nextDirect comparison
Matter vs Migration Manager
Compare Matter with the established incumbent if compliance posture and mature workflow depth are both part of the decision.
Read nextFAQ
Questions teams ask before switching.
What makes record-keeping software useful for migration agents?
The useful part is not storage alone. Good record-keeping software keeps notes, communications, document history, and matter context connected so records stay usable later without rebuilding the trail manually.
Does Matter automatically satisfy every OMARA obligation?
Matter helps practices keep records accessible, attributable, and connected while the practice remains responsible for compliance decisions and process discipline.
Why does security matter so much here?
Because migration practices handle passports, identity records, financial documents, and other sensitive material. Record keeping is easier to trust when the workflow and the security posture are visible together.
Review the security and record workflow together
Start with the security page, then review the team workspace and the case-management workflow. That shows whether Matter fits the standard of control your practice needs.
Start with a one-week free trial.