The Research pillar: capture once, reuse forever

Why research is a pillar

Most firms lose research because it lives in a lawyer's drafts or inbox. Research notes in a linked database turn each matter into an asset. This is the compounding the Matter Method refers to, and the doctrine that knowledge not captured cannot compound.

• Knowledge management in Notion

Putting it into practice

1. 1

   Save at the end of the task

   Write a short note while the reasoning is fresh.

2. 2

   Link it

   Relate it to the matter and tag the practice area.

3. 3

   Date it

   Add the date you checked the authorities.

4. 4

   Search first

   Make searching the library step one of any new question.

The monthly test

• Pick a recent matter. Did you reuse anything from earlier matters?
• Pick a new note. Could a colleague apply it without asking you?
• Find a note older than a year and re-check it.

For field-level detail see the Research library page.

• Research library
• Maturity model

Limits

It is not a precedent service, does not update itself and does not verify law. Not legal advice. Check the rules that apply in your jurisdiction.

• The Matter Method
• Evidence pillar

What a good research note contains

A note that follows this shape can be read by a colleague in a few minutes. A note that is only a pasted judgment cannot.

Mistakes to avoid

• Saving research only inside a draft document, where nobody can search it.
• Omitting the date checked, so a stale note looks current.
• Writing notes for yourself in shorthand that nobody else can use.
• Copying text you do not have the right to reproduce; summarise and cite instead.

Check the rules in your jurisdiction about client confidentiality before reusing research drawn from one client's matter for another, and remove identifying detail from notes meant to be shared.

Frequently asked questions

What is the Research test?

Is this matter making the next one easier?

Where does AI fit?

Assistants can use your notes as context, but you verify the output.

Can the library hold precedents?

Yes, as notes or attachments you maintain.

Do I need to fill it all at once?

No. Start with the next question you answer.

How is this different from a precedent bank?

A precedent bank stores documents to copy. The Research library stores your analysis of questions, linked to the matters that raised them. You can keep both.

Does the template check that my authorities are still good law?

No. It records the date you checked them. Re-checking is your job.