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 is for
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 is good
- 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
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.
Matter by Neudash plans and pricing
All plansCompared on legal client portal software
- Free plan
- No
- Client messaging
- Yes
- Secure document exchange
- Yes
- Client intake forms
- Yes
- Matter status updates
- Yes
