What to check each week
- 1
Overdue actions
Resolve, reschedule with a reason or escalate.
- 2
Next 14 days
Confirm owners, dates and preparation.
- 3
Matters without a next step
Every open matter needs one dated action.
- 4
Inbox and downloads
Drop anything unfiled onto its matter.
- 5
Waiting on others
Chase replies that are late.
What to check each month
| Area | Question |
|---|---|
| Time | Is time recorded and linked to matters? What is unbilled? |
| Matters | Which should be closed, paused or escalated? |
| Evidence | Are documents classified and reviewed? |
| Research | Did anything learned get saved for reuse? |
| Team | Are handover notes current? |
Make it stick
Create a recurring action called Weekly review, owned by you, with the checklist inside the page. Tick the boxes each time. If the review is skipped for two weeks, treat that as the signal that the system is drifting.
Limits
The review is manual. MatterOS does not alert you if you skip it and does not interpret trends. Notion AI can summarise the dashboard if you choose, but judge for yourself.
A sample half-hour agenda
| Minutes | Item |
|---|---|
| 5 | Overdue actions: close, move or escalate |
| 10 | Next 14 days by matter: owners, preparation, dependencies |
| 5 | Open matters without a next step |
| 5 | Inbox and downloads sweep |
| 5 | Waiting-on list and client updates due |
Adjust the timings to your caseload. The point is a fixed order, so the review does not drift into whatever is loudest.
Frequently asked questions
- How long does the review take?
- Often 20 to 40 minutes weekly, depending on matter count.
- Can Notion remind me?
- Yes, with a recurring action or reminder; set it up yourself.
- Can AI run the review?
- It can summarise the data, but you should make the decisions.
- Is a daily check enough?
- The daily check and weekly review do different jobs; keep both.
About the author
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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