Matter by Neudash

Spec sheet

Product

Matter combines a branded client portal, document management, case records, notes, tasks, collaboration, status visibility, follow-up, and forms in one workspace.Read 7 Oct 2026 · neudash.com

Intended users

Matter is designed for migration agents, tax accountants, lawyers, and other professional firms.Read 7 Oct 2026 · neudash.com

Trial

The free trial lasts 7 days, includes all features, and does not require a credit card.Read 7 Oct 2026 · neudash.com

Integrations

Matter integrates with Gmail and Outlook for case communications and supports document backups to Google Drive and OneDrive.Read 7 Oct 2026 · neudash.com

Headquarters

Sydney, AustraliaRead 28 Sep 2026 · neudash.com

Access

Matter runs in a secure cloud workspace on desktop, tablet, and mobile without a local server or workstation installation.Read 7 Oct 2026 · neudash.com

AI data

Matter states that client data is not used to train AI models.Read 7 Oct 2026 · neudash.com

Case work

Matter includes tasks, reusable task templates, a calendar with milestones, scheduled reminders, case email, versioned notes, and an activity history.Read 7 Oct 2026 · neudash.com

Client portal

Clients can use a secure branded portal to view case progress, upload requested documents, read team messages, and complete onboarding questionnaires.Read 7 Oct 2026 · neudash.com

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.Read 7 Oct 2026 · neudash.com

Forms

Matter includes Australian immigration forms such as Forms 80, 956, and 1229, with automated filling for common Department PDFs using reviewed matter data.Read 7 Oct 2026 · neudash.com

Help

The Matter help centre provides setup information, step-by-step guides, video walkthroughs, and troubleshooting articles.Read 7 Oct 2026 · neudash.com

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.Read 7 Oct 2026 · neudash.com

Security certification

Matter holds CASA Tier 3 certification, with independent manual testing across all 14 OWASP ASVS categories and annual recertification.Read 7 Oct 2026 · neudash.com

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.Read 7 Oct 2026 · neudash.com

Plans and prices

Every Matter by Neudash plan and price →

Where Specifiction places it

• Legal Client Portal Software#25 of 427.7