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Matter by Neudash
What Matter by Neudash is
Matter by Neudash is a web workspace for migration agents, tax accountants, lawyers, and other professional firms. It combines a branded client portal, document management, case records, notes, tasks, collaboration, status visibility, follow-up, and forms. Clients can view progress, upload requested documents, read team messages, and complete onboarding questionnaires. Staff can track upload status and due dates, add follow-up notes, and accept or reject files. Case tools include reusable task templates, milestone calendars, reminders, case email, versioned notes, and activity history. Matter includes Australian immigration Forms 80, 956, and 1229, with automated filling for common Department PDFs using reviewed matter data. Gmail and Outlook support case communications, while Google Drive and OneDrive support backups. Access runs through a secure cloud workspace on desktop, tablet, and mobile.
Who it suits
Matter suits migration agents, tax accountants, lawyers, and professional firms managing client cases and document workflows. It is useful when clients need a branded portal, messaging, forms, and secure document exchange.
What it does well
- Branded portal for client progress and uploads
- Tracks document requests, due dates, and reviews
- Includes tasks, milestones, reminders, and notes
- Supports Australian immigration forms
- Integrates Gmail, Outlook, Google Drive, and OneDrive
What to know first
- No free plan
- Starter limits usage to five new cases monthly
- Pricing is based on cases and RMA seats
- Enterprise pricing starts at $499/mo
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Standard | billed monthly · 1 RMA seat · 20 new cases per month · Unlimited cases, contacts, organisations, and leads · Unlimited support staff seats · 10 GB document storage | $170 a month |
| Starter | billed monthly · 1 RMA seat · Up to 5 new cases per month · 10 GB document storage · Unlimited support staff seats | $20 a month |
| Enterprise | billed monthly · From US$499/mo · Custom case volume · Data migration · Dedicated onboarding · Priority support | $499 a month |
As neudash.com lists them, read 7 Oct 2026. The maker's own page has the final word.
Verdict
Matter brings client-facing communication and internal case management into one workspace. Its paid plans include a seven-day, all-feature trial without a credit card, while capacity and seats vary by plan.
Facts from Matter by Neudash's own pages
- Access
- Matter runs in a secure cloud workspace on desktop, tablet, and mobile without a local server or workstation installation. · neudash.com, 7 Oct 2026
- AI data
- Matter states that client data is not used to train AI models. · neudash.com, 7 Oct 2026
- Case work
- Matter includes tasks, reusable task templates, a calendar with milestones, scheduled reminders, case email, versioned notes, and an activity history. · neudash.com, 7 Oct 2026
- Client portal
- Clients can use a secure branded portal to view case progress, upload requested documents, read team messages, and complete onboarding questionnaires. · neudash.com, 7 Oct 2026
- Document workflows
- Document requests include tracked upload status, due dates, and follow-up notes, and staff can review submitted files with accept or reject decisions. · neudash.com, 7 Oct 2026
- Forms
- Matter includes Australian immigration forms such as Forms 80, 956, and 1229, with automated filling for common Department PDFs using reviewed matter data. · neudash.com, 7 Oct 2026
- Headquarters
- Sydney, Australia · neudash.com, 28 Sept 2026
- Help
- The Matter help centre provides setup information, step-by-step guides, video walkthroughs, and troubleshooting articles. · neudash.com, 7 Oct 2026
- Integrations
- Matter integrates with Gmail and Outlook for case communications and supports document backups to Google Drive and OneDrive. · neudash.com, 7 Oct 2026
- Intended users
- Matter is designed for migration agents, tax accountants, lawyers, and other professional firms. · neudash.com, 7 Oct 2026
- Plan limits
- Matter pricing is based on new cases per month and RMA seats; support staff seats are free and unlimited, and every feature is included on every plan. · neudash.com, 7 Oct 2026
- Product
- Matter combines a branded client portal, document management, case records, notes, tasks, collaboration, status visibility, follow-up, and forms in one workspace. · neudash.com, 7 Oct 2026
- Security certification
- Matter holds CASA Tier 3 certification, with independent manual testing across all 14 OWASP ASVS categories and annual recertification. · neudash.com, 7 Oct 2026
- Security controls
- Matter states that data is encrypted at rest with AES-256 and in transit with TLS 1.3, practices are isolated, and staff access is role-based. · neudash.com, 7 Oct 2026
- Trial
- The free trial lasts 7 days, includes all features, and does not require a credit card. · neudash.com, 7 Oct 2026
Where Matter by Neudash stands on Freedom251
- Legal Client Portal Software#31 of 42