Document drop: filing documents into a matter in Notion

The filing routine

1. 1

   Create the Evidence row

   Name the document the way you would search for it: date, type, short description.

2. 2

   Link the matter

   Use the relation property so the document appears on the matter page.

3. 3

   Classify it

   Choose the classification and add tags (for example pleading, correspondence, contract).

4. 4

   Set review status

   Mark it unreviewed, so the Evidence view shows what still needs your eyes.

5. 5

   Attach or link the file

   Upload to the row, or paste a link to the file in your document store.

Adding a drop point with a form

Notion forms can write straight into a database. Point a form at the Evidence register with fields for matter, description, file and who sent it, and share the form link with the people who send you documents. Submissions arrive as unreviewed rows for you to classify.

• Notion: forms
• Notion: database templates

A database template for the Evidence register can pre-fill status and checklists, so every new row starts consistently.

What this is not

Treat any form link as something that can be forwarded, and decide what documents you are happy to receive that way.

Make it a habit

File on the day a document arrives, because a 30-second entry saves the later search. The wider approach is in our guide to evidence and document tracking.

• Legal evidence and document tracking in Notion
• The Evidence piece

Frequently asked questions

Does MatterOS have a document drop box?

Not as an app. You can build a drop point with a Notion form that feeds the Evidence register.

Does it store documents?

Files you upload live in your Notion workspace. You can also store links to files kept elsewhere.

Does it read or classify documents automatically?

No. You classify each row, optionally with AI help you control.

Can clients upload through a form?

Technically yes. Review your confidentiality and sharing obligations first.