---
title: "AI drafting with the MatterOS prompt pack"
url: https://thematteros.com/features/drafter
updated: 2026-10-17
author: Raghav Handa
---

# 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.

## Key takeaways

- Prompts, not software: you copy a prompt, add matter context and review the output.
- Structured matters give better results because the AI reads real context.
- Never send AI output without a lawyer's review.
- Check confidentiality and your professional rules before putting client information into any AI tool.

## What the prompt pack covers

| Prompt | Use |
| --- | --- |
| Summarise a matter | Turn the matter page and notes into a short briefing |
| Draft a client update | A plain-language progress note for you to edit |
| Next-steps checklist | Actions 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. 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. Run the prompt: Paste the prompt and the context into your chosen assistant.
3. Verify: Check facts, dates and any cited authority against the file and the source.
4. Edit in your voice: Make it accurate and appropriate for the recipient.
5. Record sign-off: Use the review status before anything is sent.

- Review and sign-off: https://thematteros.com/features/work_review_signoff


## 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.

- AI for small law firms: https://thematteros.com/blog/ai-for-small-law-firms-structure-first
- Research library: https://thematteros.com/features/research


## 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.


## FAQ

### 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.