Where to use each feature
| Need | Notion feature | Where in MatterOS |
|---|---|---|
| Ask a colleague a question | Comment with @mention | On the matter page or the action |
| Flag a document for review | @mention on an Evidence row | Evidence register |
| Link two matters | @mention a page | Matter notes |
| Get nudged on a date | Reminder in a date property or comment | Actions |
A comment routine that keeps the record clean
- Comment on the object the question is about, not in a chat thread nobody will find later.
- Start with the @mention and the ask: who, what, by when.
- When the answer changes the plan, update the matter or action and resolve the comment.
- At matter close, skim the resolved comments for anything worth saving to Research.
A good test is the one the Matter Method gives for the Team piece: could someone else carry this matter from what is on the page?
Handover and delegation
When you delegate, assign the Action to the person, @mention them in a comment with the context, and add a handover note on the matter. Our delegation guide goes through the pattern.
Limits to know
Notion notifications are not an audit trail, and comment history is not a reliable record of advice given. MatterOS adds no notification rules of its own. Guests see comments only if your sharing settings allow it, so check before using comments with clients.
Frequently asked questions
- Does MatterOS have its own commenting?
- No. It uses Notion's comments and @mentions on its pages.
- Can I @mention a client?
- Only if they are a Notion user with access to the page. Review what a guest can see first.
- Are reminders reliable for court deadlines?
- Treat them as a convenience. Use your firm's formal deadline process as well.
- Do comments show up on the dashboard?
- No. The dashboard shows database views, not comment threads.
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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