---
title: "Connecting MatterOS to your other tools"
url: https://thematteros.com/connect
updated: 2026-10-17
author: Raghav Handa
---

# Connecting MatterOS to your other tools

MatterOS itself does not ship integrations: it is a template, so it connects to other tools the way any Notion workspace does, through Notion's built-in connections, forms, database automations, Notion Calendar and Mail, and its API. Decide what must be connected, keep authoritative records in the system your rules require and link rather than copy.

## Key takeaways

- Connections come from Notion, not from MatterOS.
- Prefer links over copies: one authoritative record, linked from the matter.
- Automations can notify, create and update records; they do not replace review.
- Check what each connection can read before enabling it on client data.

## 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 |

- Notion: Build forms: https://www.notion.com/help/forms
- Notion: Database automations: https://www.notion.com/help/database-automations


## 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.

- Security and your data: https://thematteros.com/security
- Inbound email: https://thematteros.com/features/inbound_email
- Voice capture: https://thematteros.com/features/voice_capture


## FAQ

### 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

- [Notion: Database automations](https://www.notion.com/help/database-automations)
- [Notion: Build forms](https://www.notion.com/help/forms)
- [Notion developer docs](https://developers.notion.com/docs/getting-started)