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Legal matter management, explained
Guides for solo practitioners and small firms on running legal work as a system: matters, actions, time, team, evidence and research, built on the Matter Method and set up in Notion.
Matter management
- Matter managementEvidence and document tracking for lawyers in NotionTrack evidence and key documents in Notion: an evidence register per matter with classification, tags, source, review status and gaps, linked to files.3 min read · 17 October 2026
- Matter managementHow to build a matter management system in NotionBuild a matter management system in Notion step by step: Matters, Actions, Time, Team, Evidence and Research databases, linked, with views and a matter template.4 min read · 17 October 2026
- Matter managementThe law firm maturity model: from memory practice to matter institutionA practical maturity model for law firms: six levels from memory practice to matter institution, how to place your firm, and the next step at each level.3 min read · 17 October 2026
- Matter managementWhat is a law firm operating system?A law firm operating system explained: the structure, habits and tools that make a practice run without depending on memory, and how to build one in Notion.4 min read · 17 October 2026
- Matter managementWhat is matter management? A guide for solo and small law firmsMatter management explained for solo lawyers and small firms: what it covers, why it matters, the six parts of a matter, and how to run it without costly software.5 min read · 17 October 2026
Legal operations
- Legal operationsDelegation and matter handover: build a firm that runs without youHow solo lawyers and small firms can delegate work and hand over matters safely: roles, handover notes, written procedures, supervision and absence cover.3 min read · 17 October 2026
- Legal operationsLaw firm knowledge management in Notion: build a precedent bank that compoundsHow small law firms can manage knowledge in Notion: a knowledge audit, a research database, a vetted precedent bank, practice notes, owners and review cycles.4 min read · 17 October 2026
- Legal operationsLaw firm KPIs: the metrics a small firm should track (and how to in Notion)The law firm KPIs that matter for small firms (utilisation, realisation, collection, matter health) with formulas and how to build a KPI dashboard in Notion.4 min read · 17 October 2026
- Legal operationsLegal task and deadline management: a system that doesn't rely on memoryHow small law firms can manage tasks and deadlines reliably: actions with owners and consequences, deadline records, daily and weekly views, and handover rules.4 min read · 17 October 2026
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