What can a Notion workspace connect to?
| Need | Notion option |
|---|---|
| Collect enquiries | Notion forms that create database entries |
| Email notifications | Database automations (the send-mail action uses a Gmail account) |
| Calendar | Notion Calendar shows dated databases alongside your calendars |
| Chat and notifications | Connections such as Slack, with plan limits |
| Files | Links or embeds from your document system |
| Custom integrations | The Notion API and integration tools |
How should you decide what to connect?
- 1
List the handoffs
Where does information leave or enter the matter: intake, documents, billing, calendar?
- 2
Keep the record where it belongs
Documents in your document system; money in your accounting system.
- 3
Link from the matter
Put the link on the matter or evidence entry.
- 4
Automate only the repetitive part
Notifications and record creation, with a person reviewing.
What about security?
Every connection is a new place data can flow. Review what each connection can read, restrict it to the pages it needs and keep a short register of what is connected. Check your professional rules before connecting client data to third-party services.
Frequently asked questions
- Does MatterOS integrate with Clio or other software?
- MatterOS has no built-in integrations; you can link records and use Notion connections or the API.
- Can MatterOS send email?
- Notion's database automations can send email via a connected Gmail account; MatterOS itself does not.
- Can I sync my calendar?
- Notion Calendar can show dated databases alongside your calendar accounts.
- Is there an API?
- Notion has an API that lets developers build integrations with your workspace.
- Is it safe to connect client data?
- Review each connection and your professional rules first.
Sources
About the author
Raghav Handa trained as a lawyer, then spent years building legal technology, from enterprise legal products to custom systems for law firms.
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