Opening a new matter in Notion: intake form and template

Opening a matter step by step

1. 1

   Capture the enquiry

   Use a form or a quick row with the person, the issue and the date.

2. 2

   Run checks

   Do your conflict search and any identity or engagement steps your rules require.

3. 3

   Create the matter from the template

   Choose the matter template so status, checklist and views are set.

4. 4

   Link the client

   Select or create the client record.

5. 5

   Set owner and next step

   Name the responsible lawyer and add the first Action with a date.

6. 6

   Record key dates

   Add limitation or court dates you have calculated from the applicable rules.

• Notion: forms
• Notion: database templates

What a good intake form asks

• Name and contact details of the person.
• Type of matter and short description.
• Other parties involved.
• Any known deadlines.
• How they were referred.

Keep it short, and do not ask for more sensitive information than you need at this stage. A form link can be forwarded, so avoid collecting anything you would not want in the wrong hands.

What stays manual

After the matter is open

File the first documents and set the weekly review habit.

• Document filing
• Conflict routine
• Matter pillar

Frequently asked questions

Is there a one-click matter drop in MatterOS?

No. You create a matter from a template, optionally fed by a Notion form.

Can clients fill in the intake form?

Yes if you share it, but think about confidentiality and spam first.

Does the form check conflicts?

No. Run your conflict routine separately.

Can I customise the template?

Yes. Edit the properties, checklist and views.