Care · Customer care, updates & retention
Keeper
Keeper gives every client a portal and sends milestone updates before they have to ask. It answers routine “where is my matter” questions, checks satisfaction at key moments, asks happy clients for reviews and reminds past clients before their visa expires.
PricingA$2,500 setup · A$390/month
What Keeper is
A solution we build and run, not software you subscribe to.
Configured for your practice
Keeper is a configured client-care workflow and portal, designed around your workflow and approval points during solution design.
Built on proven tools
We use established third-party tools, preferring ones you already pay for. Typical stack: Client portal (Notion or portal tool) · WhatsApp and email · Make · survey tool · Google reviews · practice CRM.
Run and improved monthly
The monthly fee covers running, monitoring and improving it, and the third-party tools we operate for you, unless your proposal says otherwise.
The problem
Clients don’t leave because of bad news. They leave because of no news.
Built for practices whose clients keep calling for updates, and who rarely hear from past clients again.
Sound familiar?
Signs you need Keeper.
- Daily “any update?” calls and emails
- No client portal
- Renewal and expiry dates not tracked
- Nobody asks for a review when a matter closes
What it does
What Keeper runs for you.
Client portal
Each client sees their own matter, checklist and next step. A magic link, no passwords.
Milestone updates
Approved updates go out automatically when the matter moves stage.
Document reminders
Missing documents are chased politely until they arrive.
Routine questions answered
“Where is my matter?” answered from the matter stage, without a phone call.
Satisfaction checks
A short check-in at key moments, so problems surface early.
Renewal and expiry reminders
Past clients hear from you before a visa, licence or agreement is due for renewal, which often starts the next matter.
How we build it
Live in about four weeks.
- 01
Milestone map and message templates
- 02
Portal and automations from CRM stage changes
- 03
Surveys, review requests and expiry reminders
- 04
Testing, launch and staff guide
How it runs
What happens every month.
- 01
Check failed or bounced messages
- 02
Satisfaction summary to the owner
- 03
Template updates
- 04
Expiry list review for repeat matters
- 05
Report: coverage, CSAT, reviews, repeat matters
Where your practitioner decides
Guardrails, built in.
Matterline does not provide legal advice or immigration assistance. Your qualified practitioners give all advice.
- RuleNo case advice in updates
- RuleAccess limited to each client’s own matter
- RuleData retention policy agreed with the practice
- RuleOpt-out honoured on every channel
Getting started
What we need from you
- Matter stages per practice area
- Update message templates
- CRM stage fields
- Client contact consent
- Renewal or expiry dates for past clients
What you’ll measure
- Share of matters with on-time updates
- Inbound status calls
- Client satisfaction score
- Reviews and repeat matters
Exact tools and integrations are confirmed during solution design. What we can connect depends on each system’s API, your subscription tier and the access you grant.
Questions practices ask
Straight answers.
We don’t want clients messaging more.
They message less. Routine status questions are answered automatically.
Updates are sensitive.
Updates use approved templates tied to matter stages. Nothing case-specific goes out unapproved.
Clients won’t use another login.
A magic link and WhatsApp updates. No passwords.
Can Keeper send case-specific news?
Only through templates you approved for each matter stage. Anything case-specific waits for a practitioner.
Keeper pricing
Prices in AUD, excluding GST. Bundle with Frontdesk, Closer and Connect in the Growth Suite to save on setup.
Start with a Practice Diagnostic.
A few short questions, then a free 30-minute conversation. You’ll leave knowing what’s worth connecting or automating first.