Features

AI drafting with the MatterOS prompt pack

MatterOS includes an AI prompt pack for summarising a matter, drafting a client update and building a next-steps checklist. It works with Notion AI, Claude, ChatGPT or any assistant. It is not an automatic drafter: you provide the context, and a lawyer reviews and takes responsibility for the output.

By Raghav Handa · Updated 17 October 2026 · 3 min read

What the prompt pack covers

PromptUse
Summarise a matterTurn the matter page and notes into a short briefing
Draft a client updateA plain-language progress note for you to edit
Next-steps checklistActions to consider, which you then add to Actions

The pack is included in the purchase and is not a separate subscription.

A safe drafting workflow

  1. 1

    Prepare context

    Make sure the matter page has status, dates and next step. Remove anything you do not want to share with the tool.

  2. 2

    Run the prompt

    Paste the prompt and the context into your chosen assistant.

  3. 3

    Verify

    Check facts, dates and any cited authority against the file and the source.

  4. 4

    Edit in your voice

    Make it accurate and appropriate for the recipient.

  5. 5

    Record sign-off

    Use the review status before anything is sent.

Why structure first

AI amplifies structure; it does not replace it. A well-kept matter gives the assistant something factual to work from, and your own Research library gives it your analysis rather than a guess. Our article on AI for small firms covers the reasoning.

Limits

AI can produce confident mistakes and invented citations. MatterOS does not check output, store prompts for you or guarantee accuracy. Not legal advice. Check the rules that apply in your jurisdiction.

Frequently asked questions

Is the drafter an app inside Notion?
No. It is a set of prompts you use with an AI assistant.
Which AI tools does it work with?
Notion AI, Claude, ChatGPT or any assistant you use.
Can I send the output directly to a client?
No. A lawyer must review and approve first.
Is client data safe in an AI tool?
That depends on the tool and its terms. Check them and your professional rules before use.

About the author

Raghav Handa

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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