Features
MatterOS features
Each feature page explains what MatterOS gives you inside Notion, how to use it, and what it leaves to Notion or to other tools.
29 pages
MatterOS is a Notion template, so its features are databases, views, templates and routines inside your own Notion workspace. That keeps your data with you and means some capabilities, such as sign-in security and exports, come from Notion rather than from MatterOS.
We say so on each page. Where a capability would need a separate application, we explain how to cover it with Notion's own features or other tools, rather than claim something the template does not do.
Features
- FeaturesA manual conflict check routine in NotionSearch Clients and Matters in MatterOS before opening a new matter. A simple routine that supports, but never replaces, your firm's formal conflict check.3 min read · 17 October 2026
- FeaturesA Today view in Notion: your daily legal action listBuild a Today view on the MatterOS Actions database: filters, sort order, a morning routine and the limits of a manual daily list.3 min read · 17 October 2026
- FeaturesAI drafting with the MatterOS prompt packThe MatterOS prompt pack helps summarise matters, draft client updates and build checklists. A lawyer reviews everything. This is not an automated drafter.3 min read · 17 October 2026
- FeaturesAudit trail in Notion: audit log vs page history for lawyersMatterOS has no audit log of its own. What Notion provides: an audit log on the Enterprise plan, page history on others, and how to build a manual record.3 min read · 17 October 2026
- FeaturesClient portal in Notion: share a client-safe page with MatterOSHow to give clients a status page from MatterOS using Notion sharing, what to expose and hide, and the limits: it is not a branded or secure-messaging portal.3 min read · 17 October 2026
- FeaturesComments and @mentions on legal matters in NotionUse Notion comments, @mentions and reminders in MatterOS to hand off work, ask questions and keep matter discussion on the matter instead of in email.3 min read · 17 October 2026
- FeaturesData-hygiene prompts for Notion AI: keep matters completePrompts to run in Notion AI against MatterOS to find matters with missing owners, dates or next steps. Prompts you run and check, not an autonomous agent.3 min read · 17 October 2026
- FeaturesDeadline tracking in Notion: the MatterOS Actions databaseHow to track legal deadlines in Notion with MatterOS: required fields, views by urgency, reminders and the limits, including no court-rules calculation.3 min read · 17 October 2026
- FeaturesDocket-check prompts for Notion AI: review deadlines with MatterOSPrompts you can run in Notion AI against the MatterOS Actions database to list upcoming deadlines and gaps. A prompt you run, not an autonomous docket agent.3 min read · 17 October 2026
- FeaturesDocument drop: filing documents into a matter in NotionFile incoming documents into the right matter in Notion with MatterOS, using the Evidence register, a form and a template, and what stays manual.3 min read · 17 October 2026
- FeaturesExporting your matter data from NotionMatterOS keeps data in your Notion workspace, so exporting is a Notion feature. Learn how to export matters, evidence and time, and what the formats preserve.3 min read · 17 October 2026
- FeaturesInbound email and legal matters: keeping email out of Notion's wayMatterOS does not receive or send email. See how to log important emails against the right matter in Notion without letting the inbox become your system.3 min read · 17 October 2026
- FeaturesInbox triage in Notion: turn email into actions on mattersA manual inbox triage routine for MatterOS: decide, drop and link each email to a matter, with notes on what Notion does and does not automate.3 min read · 17 October 2026
- FeaturesLegal research notes in Notion: a library that compoundsCapture legal research once and reuse it. How the MatterOS Research library links notes to matters and areas, and what it leaves to research databases.3 min read · 17 October 2026
- FeaturesOnboarding tour: getting started with MatterOS in NotionMatterOS has no in-app tour. Follow this setup path instead: duplicate the template, open your first matter, add actions and use the dashboard and walkthrough video.3 min read · 17 October 2026
- FeaturesOpening a new matter in Notion: intake form and templateHow to take a new instruction into MatterOS with a Notion form and a matter template, so every case starts with an owner, dates and a next step.3 min read · 17 October 2026
- FeaturesPractice strategy in Notion: plan your firm with MatterOSHow to use MatterOS to plan your practice: place yourself on the maturity ladder, pick one piece to fix, and review the dashboard against goals you set.3 min read · 17 October 2026
- FeaturesTeam collaboration in Notion: working on matters togetherHow a small legal team collaborates in MatterOS using Notion's sharing, comments, mentions and assigned actions, and what the template leaves to Notion.3 min read · 17 October 2026
- FeaturesTemplates, playbooks and role setups in MatterOSWhat templates and playbooks come with MatterOS, how to tailor them for a practice area or role, and how to add your own database templates in Notion.3 min read · 17 October 2026
- FeaturesThe Actions piece: commitments ranked by consequenceThe Actions piece of the Matter Method in MatterOS: a database where each commitment has an owner, a deadline, a matter and a consequence if missed.3 min read · 17 October 2026
- FeaturesThe Evidence pillar: classified, tagged, review-trackedThe E in the Matter Method: a Notion Evidence register with classification, tags and review status per document, so you know what you have and what is missing.3 min read · 17 October 2026
- FeaturesThe Matter pillar: one living page per caseThe M in the Matter Method: turn every case into a structured Notion page with status, parties, key dates and linked records, and apply the five-minute test.3 min read · 17 October 2026
- FeaturesThe Research pillar: capture once, reuse foreverThe final R in the Matter Method: a Notion Research library where each matter's learning makes the next one easier. Test, structure and limits.3 min read · 17 October 2026
- FeaturesThe Team piece: roles and handover notes in NotionThe Team piece of the Matter Method in MatterOS: record who does what on each matter, hold handover notes and test whether the practice runs without you.3 min read · 17 October 2026
- FeaturesTracking discovery in Notion with the Evidence registerHow to track discovery requests, responses and produced documents in MatterOS using the Evidence register and Actions, and why it is not an e-discovery platform.3 min read · 17 October 2026
- FeaturesTwo-factor authentication for a Notion law practiceMatterOS has no login of its own. Secure client matters with Notion's two-step verification and SSO, and learn what to switch on before you store client data.3 min read · 17 October 2026
- FeaturesVoice capture for lawyers: notes by dictation in NotionMatterOS has no voice capture feature. Here is how to record meeting notes in Notion with AI Meeting Notes or dictation and file them to the right matter.3 min read · 17 October 2026
- FeaturesWeekly and monthly practice review in NotionA review routine for MatterOS: what to check weekly and monthly on the dashboard, how long it takes and which problems it catches before they cost you.3 min read · 17 October 2026
- FeaturesWork review and sign-off for legal work in NotionBuild a review and sign-off step into MatterOS with status properties, a reviewer field and a checklist, so nothing leaves without a lawyer's approval.3 min read · 17 October 2026
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