Tracking discovery in Notion with the Evidence register

A simple discovery set-up

1. 1

   Create actions for the process

   Add an Action for each step: request sent, response due, objections, supplementary list. Include the date you calculated from the rules.

2. 2

   Log documents as Evidence

   One row per document or document group, linked to the matter.

3. 3

   Tag by issue

   Tags such as issue, witness or party make it possible to filter the register later.

4. 4

   Track review status

   Use the status property to see what remains unreviewed.

5. 5

   Record gaps

   Add a row or note for documents you expect to exist but have not received.

Useful views

• Unreviewed documents for this matter.
• Documents tagged for a particular issue.
• Actions with a response deadline in the next 14 days.
• Documents classified as privileged or sensitive, for a second look before anything leaves the firm.

These are filtered views of the same databases, so creating them takes minutes in Notion.

Where this stops

The template also does not calculate court deadlines. Work them out from the rules in your jurisdiction and enter the result, together with the rule you relied on.

AI and discovery material

Be cautious about pasting disclosure material into any AI tool. Consider confidentiality, privilege and your professional obligations first. Our approach is that AI reads what you choose to give it and you decide.

• The Evidence piece
• Task and deadline management
• Deadlines in MatterOS

Frequently asked questions

Is MatterOS an e-discovery tool?

No. It is a Notion tracker for requests, deadlines and documents on a matter.

Can it calculate discovery deadlines?

No. You enter dates you have calculated from the applicable rules.

How many documents can it handle?

It suits modest document sets. For large volumes use dedicated review software.

Can I mark privileged documents?

Yes, with the classification or a tag, then filter a view to review them.