Onboarding tour: getting started with MatterOS in Notion

The first-afternoon path

1. 1

   Duplicate the template

   Use the link you receive after purchase to copy MatterOS into your own Notion workspace.

2. 2

   Watch the setup walkthrough

   The included video covers the databases and how they connect.

3. 3

   Replace the samples

   Create one real client and one real matter in the Matters hub. Delete the sample rows you do not need.

4. 4

   Add the actions

   For that matter, log every upcoming deadline and task with an owner, a date and the consequence if missed.

5. 5

   Open the dashboard

   Check that the deadline and overdue views show what you just entered.

• How to set up a Notion template
• How to use Notion for legal matters

What to leave until week two

• Time log: start recording once the matter and action habit holds.
• Evidence register: classify documents as they arrive, not as a clean-up project.
• Team and handover notes: add when someone else touches the matter.
• Research library: save the first piece of work you would hate to redo.

The Matter Method describes six levels of maturity, and you do not need to reach the top on day one.

• The Matter Method

What the template does not do

It does not guide you with prompts inside Notion, send onboarding emails or import data from your old system. If you are migrating, enter active matters first and archive the rest as a reference list rather than copying everything.

Onboarding a team

Add colleagues once your first matter is working, set their access in Notion, and ask each person to open one matter and log one action. Shared habits matter more than complete data.

• Team collaboration in MatterOS

Frequently asked questions

Does MatterOS have a guided tour?

No. It has a setup walkthrough video, a quick start guide and the playbook. There is no in-product tour.

How long does setup take?

Duplicating and opening a first matter is realistic in an afternoon. Moving a whole caseload takes longer.

Do I need to know Notion first?

No, but the free Notion guides on this site help. Start with just Matters and Actions.

Can I import matters from another system?

Notion can import some formats, but MatterOS does not include a migration tool. Enter active matters first.