Templates, playbooks and role setups in MatterOS

What is in the box?

• Matters, Actions, Time, Team, Evidence and Research databases plus Clients and Invoices records.
• A practice dashboard.
• The Matter Method playbook describing the routines.
• A setup video walkthrough and a quick start guide.
• A prompt pack for use with Notion AI or another assistant.

• Product overview
• Setup guide

How do you make a template for a matter type?

1. 1

   Open the Matters database

   Choose New, then Add template (or the dropdown beside New).

2. 2

   Pre-fill the properties

   Practice area, default stage and responsible lawyer.

3. 3

   Add a standard checklist

   For a typical matter type: intake, conflict check, engagement letter, first steps.

4. 4

   Save and name it clearly

   For example Residential purchase or Employment tribunal.

• Notion: Database templates

Roles and practice areas

A paralegal, an associate and a partner usually want different views of the same data. Create a saved view per role (my actions, my matters, firm dashboard) rather than separate copies. For practice-area ideas, see the area pages.

• MatterOS by practice area

Be realistic about customisation

Changing properties can break dashboard formulas that rely on them. Duplicate before large changes, and rename carefully.

Playbook, template or prompt: what is the difference?

Start with the included playbook, then turn your repeated decisions into database templates. Add prompts last, once the records they read are complete.

Frequently asked questions

Does MatterOS include practice-area packages?

No. It is one jurisdiction-neutral structure you edit.

Can I add matter templates?

Yes, using Notion database templates.

Are the playbooks legal precedents?

No. They describe operating routines, not legal documents.

Can I edit everything?

Yes. Every database, property and view is editable.