# MatterOS

> MatterOS is a Notion template for lawyers, built on the Matter Method. It connects the six parts of legal work (Matter, Actions, Time, Team, Evidence and Research) in one Notion workspace, with a practice dashboard, the Matter Method playbook, a setup walkthrough and an AI prompt pack. It costs $39 as a single payment.

Key facts:
- Price: $39, one payment instead of a monthly, per-user subscription. Future versions included. 7-day refund.
- Format: a Notion template that runs in the buyer's own Notion workspace; the maker never sees client data.
- For solo practitioners, small firms (2 to 10 lawyers), young lawyers and in-house counsel.
- Practice areas: Litigation, Corporate, Family, Property, Employment, Probate, Intellectual property, Arbitration, Immigration, In-house, Criminal defence, Tax. The six objects are jurisdiction-neutral and every field is editable.
- Works with Notion AI, Claude, ChatGPT or any assistant through the included prompt pack.
- Made by Raghav Handa. Raghav Handa trained as a lawyer, then spent years building legal technology, from enterprise legal products to custom systems for law firms. LinkedIn: https://www.linkedin.com/in/raghavrhanda/
- Contact: hello@raghavrhanda.com
- Buy: https://raghavrhanda.gumroad.com/l/zgahiz

## The Matter Method: six pieces

- Matter: Every case gets its own page, not just a folder. In MatterOS: Matters page: one page per case, showing its status, the people involved, key dates and everything linked to it.
- Actions: Every promise and task is ranked by what happens if you miss it. In MatterOS: Actions list: due dates, who is responsible, how urgent each one is, and what happens if it is missed.
- Time: Time shows how your practice is doing, not only what to bill. In MatterOS: Time log: every entry is linked to a case, with views of your whole practice.
- Team: Set things up today as if your first helper starts tomorrow. In MatterOS: Team page: who does what, and notes for handing a case to someone else.
- Evidence: Every document is labeled and tracked. AI can read it. You decide. In MatterOS: Evidence list: a label, tags and a review status for each document.
- Research: Write it down once, use it again and again. What you learn on one case helps the next. In MatterOS: Research library: notes linked to cases and sorted by area of law.

## What's included

- The full MatterOS Notion workspace (all six M·A·T·T·E·R databases + practice dashboard)
- The Matter Method playbook
- Setup video walkthrough
- AI prompt pack
- Lifetime updates

## Notion learning library (free)

- [How to use Notion for legal matters: a guide built on the Matter Method](https://thematteros.com/resources/how-to-use-notion): Learn Notion as a lawyer, one matter at a time: a Matters database, actions with consequences, time, evidence, research, relations and safe sharing.
- [How to set up a Notion template for your practice](https://thematteros.com/resources/how-to-set-up-a-notion-template): How to duplicate a Notion template, move it into your workspace, customise it without breaking relations, and set up MatterOS with your first live matter.
- [Notion video tutorials for lawyers and law students](https://thematteros.com/resources/notion-video-tutorials): The best free Notion video tutorials by topic for legal teams: getting started, databases, relations, formulas, templates, buttons, Notion AI and legal workflows.
- [Notion tips in under a minute: YouTube Shorts for busy lawyers](https://thematteros.com/resources/notion-shorts): Quick Notion tips as YouTube Shorts: keyboard shortcuts, database tricks, default templates, buttons and automations, plus legal and law school ideas.
- [Official Notion guides and Notion Academy courses](https://thematteros.com/resources/official-notion-guides): Notion's own Help Center articles and Academy courses, organised by topic for legal practice, including sharing, permissions, security and backups.
- [The best Notion articles and blogs for lawyers](https://thematteros.com/resources/notion-blogs): Written Notion guides worth reading: complete beginner courses, database and rollup explainers, formula references and articles on Notion for legal practice.

## Blog

Every page listed here is also available as Markdown: add .md to its URL. A blog feed is at /feed.xml.

- [10 matter management tools and templates for small law firms](https://thematteros.com/blog/matter-management-tools-for-small-law-firms): A neutral roundup of matter management software and Notion templates for solo and small firms, with who each suits, trade-offs and how to choose in 2026.
- [5 ways to master matter management in Notion](https://thematteros.com/blog/master-matter-management-in-notion): Five practical habits that make a Notion matter system work: relations, status rules, rollups, saved views and a review routine, with formulas and examples.
- [A matter-level AI use log: the 8 fields that make AI work defensible](https://thematteros.com/blog/ai-use-log-for-legal-matters): How to log AI use on a legal matter: eight fields (tool, task, data class, reviewer, verification and more), engagement-letter options and a worked example.
- [A one-page AI policy for a small law firm, aligned to ABA Opinion 512 and state guidance](https://thematteros.com/blog/law-firm-ai-policy-template): A one-page law firm AI policy template with a data-class by tool-class decision table, verification steps, incident and training logs, and where bar guidance stands.
- [Before you file: a citation verification checklist for AI-assisted work (with the sanctions data)](https://thematteros.com/blog/ai-citation-verification-checklist-for-lawyers): A 12-step checklist to verify AI-assisted legal citations before filing, with dated sanctions counts, why the numbers differ, and a sign-off field for the matter.
- [Best legal templates for running a law practice (not websites, not contracts): the 12 that matter](https://thematteros.com/blog/best-legal-templates-for-running-a-law-practice): Search results mix website themes and contract forms. These are the 12 operational templates that run a small law practice, with fields and limits.
- [Client communication policy for a law firm: response times, who says what, and what to record](https://thematteros.com/blog/client-communication-policy-for-law-firms): A one-page client communication policy for small law firms: response times, update cadence by matter stage, who may give status, escalation and what to record.
- [Client status updates for lawyers: a template and a cadence](https://thematteros.com/blog/client-status-updates-for-lawyers): A copy-ready client status update template for lawyers plus a cadence by matter type, so clients stop chasing and you spend less time on 'any news?' calls.
- [Clio vs MyCase vs Smokeball vs Filevine: how each models a matter, and what that means if you leave](https://thematteros.com/blog/four-way-matter-model-clio-mycase-smokeball-filevine): Clio, MyCase, Smokeball and Filevine compared by how they treat a matter, what they are known for in 2026, AI launches, and a test of how easily you can leave.
- [Closed-file retention policy for a small firm: a template and the state-by-state question](https://thematteros.com/blog/law-firm-file-retention-policy-template): A law firm closed-file retention policy skeleton: categories, triggers, destruction log, and a method for finding your own jurisdiction's period. Not legal advice.
- [Closing a matter: a checklist for file closure and retention](https://thematteros.com/blog/closing-a-matter-checklist): A step-by-step checklist for closing a legal matter: final admin, closing letter, client property, retention date and destruction log, with jurisdiction caveats.
- [Do you need practice management software? A decision tree for solo and small firms](https://thematteros.com/blog/do-you-need-practice-management-software): A seven-question decision tree to decide whether your law firm needs practice management software, a template plus an accounting tool, or a template alone.
- [How to run a weekly matter review (with a 20-minute agenda)](https://thematteros.com/blog/weekly-matter-review-agenda): A 20-minute weekly matter review agenda for solo and small firms: what to check, in which order, the questions to ask each matter and how to log decisions.
- [How to use AI on a matter without losing control: a 5-step workflow](https://thematteros.com/blog/use-ai-on-a-legal-matter): A five-step workflow for using AI on a legal matter while protecting confidentiality: classify, choose a tool, minimise data, verify and record.
- [Law firm maturity self-assessment: 20 questions, a score, and your next step](https://thematteros.com/blog/law-firm-maturity-self-assessment): Score your small law firm in ten minutes: 20 yes/no questions across six areas, five score bands, and three next actions for each band.
- [Law firm standard operating procedures: the 8 SOPs a small firm should write first](https://thematteros.com/blog/law-firm-sop-template): Eight law firm standard operating procedures to write first, with skeletons for intake, conflicts, deadlines, updates, review, AI, closing, backup and a RACI.
- [Legal operations for a solo practice: 7 routines that remove admin](https://thematteros.com/blog/legal-operations-for-solo-lawyers): Seven simple routines that cut admin in a solo law practice: daily, weekly and monthly, with what each takes, what it replaces and how to start small.
- [Legal project management for a small firm: scope, phases, budget and check-ins](https://thematteros.com/blog/legal-project-management-for-small-firms): A five-phase legal project management method for small firms: scope, plan, budget, scope-change log and weekly check-ins, with a budget-vs-actual worked example.
- [Matter budget and fee-estimate template for small firms](https://thematteros.com/blog/matter-budget-and-estimate-template): A legal matter budget template with a worked example: phases, hours, rate, assumptions, risk buffer, scope exclusions and a budget-versus-actual variance check.
- [Matter intake checklist: what to capture on day one](https://thematteros.com/blog/matter-intake-checklist): A day-one matter intake checklist for small law firms: the record fields, conflict and engagement steps, deadlines and documents to capture before work starts.
- [Matter management vs case management: what the difference really is for a small firm](https://thematteros.com/blog/matter-management-vs-case-management): Matter management vs case management explained for small firms: a comparison table, a worked example with three matters for one client, and a simple decision rule.
- [Matter profitability: how small firms see which matters make money](https://thematteros.com/blog/matter-profitability-for-small-firms): How small law firms measure matter profitability: the formulas, a worked table, the data to record and the pitfalls, without needing accounting software.
- [Small-firm legal operations in 2026: the numbers that matter, with sources and caveats](https://thematteros.com/blog/state-of-small-firm-legal-operations-2026): A dated table of 2026 small law firm statistics on AI adoption, utilization and governance, where sources disagree, and what each number means for a matter record.
- [The best legal matter management templates, scored: spreadsheet, database, checklist tool, Notion](https://thematteros.com/blog/best-legal-matter-management-template): A 9-criterion scorecard for legal matter management templates across spreadsheets, database apps, checklist tools and Notion, plus when a template is not enough.
- [The critical-dates register: how a small firm records limitation dates so none are missed](https://thematteros.com/blog/limitations-and-critical-dates-register-for-small-firms): How a small law firm tracks limitation and critical dates: the register fields, independent reminders, second-person review and a worked example. Not legal advice.
- [The legal matter lifecycle: 7 stages from intake to closure](https://thematteros.com/blog/legal-matter-lifecycle): The legal matter lifecycle in seven stages, from intake to closure and review, with the exit test, records and common failures at each stage.
- [The matter record: 14 fields every law firm file needs, and why](https://thematteros.com/blog/matter-record-fields-law-firm): A field dictionary for a law firm matter record: 14 fields, why each exists, who fills it, when, and the risk it prevents, with a minimum set for solos.
- [What is legal operations in a law firm? The 8 functions, for firms without a legal ops team](https://thematteros.com/blog/what-is-legal-operations-for-law-firms): What legal operations means for a firm of 1 to 20 lawyers: eight functions, the minimum viable version of each, and how it differs from practice management.
- [AI for small law firms: why structure comes before tools](https://thematteros.com/blog/ai-for-small-law-firms-structure-first): Why AI disappoints small law firms without structured matters, how to make your practice AI-ready, safe first uses, confidentiality rules and human review.
- [Delegation and matter handover: build a firm that runs without you](https://thematteros.com/blog/law-firm-delegation-and-handover): How solo lawyers and small firms can delegate work and hand over matters safely: roles, handover notes, written procedures, supervision and absence cover.
- [Evidence and document tracking for lawyers in Notion](https://thematteros.com/blog/legal-evidence-and-document-tracking-in-notion): Track evidence and key documents in Notion: an evidence register per matter with classification, tags, source, review status and gaps, linked to files.
- [How to build a matter management system in Notion](https://thematteros.com/blog/matter-management-in-notion): Build a matter management system in Notion step by step: Matters, Actions, Time, Team, Evidence and Research databases, linked, with views and a matter template.
- [Law firm client portals: kill the status call with a Notion portal](https://thematteros.com/blog/law-firm-client-portal-in-notion): What a law firm client portal should show, how to build one in Notion with guest sharing, what never to share, and a weekly update routine that cuts status calls.
- [Law firm knowledge management in Notion: build a precedent bank that compounds](https://thematteros.com/blog/law-firm-knowledge-management-in-notion): How small law firms can manage knowledge in Notion: a knowledge audit, a research database, a vetted precedent bank, practice notes, owners and review cycles.
- [Law firm KPIs: the metrics a small firm should track (and how to in Notion)](https://thematteros.com/blog/law-firm-kpis-in-notion): The law firm KPIs that matter for small firms (utilisation, realisation, collection, matter health) with formulas and how to build a KPI dashboard in Notion.
- [Legal task and deadline management: a system that doesn't rely on memory](https://thematteros.com/blog/legal-task-and-deadline-management): How small law firms can manage tasks and deadlines reliably: actions with owners and consequences, deadline records, daily and weekly views, and handover rules.
- [The law firm maturity model: from memory practice to matter institution](https://thematteros.com/blog/law-firm-maturity-model): A practical maturity model for law firms: six levels from memory practice to matter institution, how to place your firm, and the next step at each level.
- [What is a law firm operating system?](https://thematteros.com/blog/what-is-a-law-firm-operating-system): A law firm operating system explained: the structure, habits and tools that make a practice run without depending on memory, and how to build one in Notion.
- [What is matter management? A guide for solo and small law firms](https://thematteros.com/blog/what-is-matter-management): Matter management explained for solo lawyers and small firms: what it covers, why it matters, the six parts of a matter, and how to run it without costly software.

## Resources

- [MatterOS vs Clio: a Notion template or practice management software?](https://thematteros.com/resources/matteros-vs-clio): MatterOS vs Clio compared fairly: a one-time Notion template versus dedicated practice management software, with where each wins for solo and small firms.
- [MatterOS vs MyCase: template or all-in-one platform?](https://thematteros.com/resources/matteros-vs-mycase): MatterOS vs MyCase compared fairly: an owned Notion template against a hosted all-in-one case management platform, and which fits a solo or small firm.
- [MatterOS vs ChatGPT: structured matter records or an AI chat?](https://thematteros.com/resources/matteros-vs-chatgpt): ChatGPT is a useful AI assistant but not a system of record. How a structured matter system like MatterOS and an AI chat work together, and why order matters.
- [MatterOS vs e-discovery tools: what each is for](https://thematteros.com/resources/matteros-vs-ediscovery-tools): MatterOS is not an e-discovery platform. What e-discovery software does, what a Notion evidence tracker can cover, and how to tell which one a matter needs.
- [Smokeball alternatives for small law firms](https://thematteros.com/resources/smokeball-alternatives): Looking for Smokeball alternatives? A fair map of the options for small firms, from other practice management platforms to a Notion template, and how to choose.
- [Filevine alternatives for solo and small firms](https://thematteros.com/resources/filevine-alternatives): Considering Filevine alternatives? How to weigh enterprise-style case management against lighter platforms and a flexible Notion template for a small practice.
- [What does legal practice management software really cost?](https://thematteros.com/resources/practice-management-software-cost): How to work out the real cost of legal practice management software: seats, tiers, add-ons, payments and your time, with a calculator and a Notion alternative.
- [Solo law firm profit margins: where the money goes](https://thematteros.com/resources/solo-law-firm-profit-margins): How to understand and improve your solo law firm's profit margin: revenue, overhead, unbilled time and software costs, using your own numbers.
- [Flat fees in the AI era: pricing legal work when time shrinks](https://thematteros.com/resources/flat-fees-in-the-ai-era): How flat fees change when AI speeds up drafting: scoping, pricing from your own data, ethics checks and tracking time so your fixed fees stay profitable.
- [Lawyer SEO: get found without breaking advertising rules](https://thematteros.com/resources/lawyer-seo): Lawyer SEO for solo and small firms: Google Business Profile, useful content, reviews and local pages, plus a reminder to check your bar's advertising rules.
- [AI for employment law: practical uses and limits](https://thematteros.com/resources/ai-for-employment-law): How employment lawyers can use general AI assistants for chronologies, issue lists and first drafts, what to feed them, and where to stay careful.
- [AI for immigration law: practical uses and limits](https://thematteros.com/resources/ai-for-immigration-law): How immigration lawyers can use general AI assistants for checklists, document summaries and drafts, how to feed them matter data, and the risks to manage.
- [AI for criminal defense: practical uses and limits](https://thematteros.com/resources/ai-for-criminal-defense): How criminal defense lawyers can use AI assistants to summarise disclosure, build timelines and draft first versions, and why privilege and accuracy need care.
- [AI for estate planning: practical uses and limits](https://thematteros.com/resources/ai-for-estate-planning): How estate planning lawyers can use general AI assistants for intake summaries, asset schedules and first drafts, and why drafting still needs your review.
- [AI for landlord-tenant law: practical uses and limits](https://thematteros.com/resources/ai-for-landlord-tenant-law): How landlord-tenant lawyers can use AI assistants for lease summaries, notice drafts and ledger checks, and why local rules and verification still matter.
- [AI for family law: practical uses and limits](https://thematteros.com/resources/ai-for-family-law): How family lawyers can use AI assistants for financial summaries, chronologies and draft letters, with care for sensitive data, children and verification.
- [AI for personal injury law: practical uses and limits](https://thematteros.com/resources/ai-for-personal-injury-law): How personal injury lawyers can use AI assistants to summarise medical records, build chronologies and draft demands, plus the privacy and accuracy limits.
- [Early case assessment with AI: a careful workflow](https://thematteros.com/resources/early-case-assessment-ai): How to run an early case assessment with an AI assistant: structure the facts, test the issues, flag gaps and keep the decision with the lawyer.
- [Legal research with AI: a verification-first guide](https://thematteros.com/resources/legal-research-ai-guide): How to use AI for legal research safely: scope the question, use it to find leads, verify every authority in a primary source and log what you found.
- [Legal AI agents: what they are and what to hand them](https://thematteros.com/resources/legal-ai-agents): An honest explanation of AI agents versus prompts for law firms, including Notion Custom Agents, which tasks suit them and which to keep human.
- [Legal AI ethics: a practical guide for small firms](https://thematteros.com/resources/legal-ai-ethics-guide): A plain guide to the ethical duties around generative AI in law: competence, confidentiality, supervision, candour and fees, with a checklist for your firm.
- [Running your practice from Claude and ChatGPT](https://thematteros.com/resources/running-your-practice-from-claude-and-chatgpt): What it really means to run your law practice with Claude or ChatGPT: where a chat assistant helps, why you still need a structured record, and how to combine them.
- [Going solo from BigLaw: the first 90 days of running your own practice](https://thematteros.com/resources/going-solo-from-biglaw): Leaving a large firm to practise alone? A practical guide to the systems you stop getting for free, and how to rebuild them in Notion in your first 90 days.
- [Virtual law firm setup: the stack, the routines and the risks](https://thematteros.com/resources/virtual-law-firm-setup): How to set up a virtual law firm: the layers of a remote practice, a simple tool stack, routines for matters and communication, and the risks to manage.
- [Legal time tracking: a practical guide for small firms](https://thematteros.com/resources/legal-time-tracking-guide): How to track legal time well: capture habits, narrative standards, matter coding, a weekly review and how time data tells you about the health of your practice.
- [Conflict check process: a guide for small law firms](https://thematteros.com/resources/conflict-check-guide): A step-by-step conflict check process for small firms: what to record, when to search, how to document the result and when to escalate. Not a firm-level system.
- [Client portal guide: choosing and running a portal for your firm](https://thematteros.com/resources/client-portal-guide): A decision guide to law firm client portals: what clients actually need, the options from email to dedicated portals, security questions and a rollout checklist.
- [Client intake checklist for small law firms](https://thematteros.com/resources/intake-checklist): A client intake checklist you can adapt: contact and party details, conflict check, scope, fees, documents and first deadlines, plus how to keep it in Notion.
- [Organising medical records and chronologies in your matters](https://thematteros.com/resources/medical-records): How to organise medical records and build a chronology in Notion for personal injury and similar matters, with a record log, a table layout and privacy cautions.
- [Legal intake automation: what to automate and what to keep human](https://thematteros.com/resources/legal-intake-automation): A practical look at automating legal intake: which steps suit automation, which need a lawyer, how Notion forms and automations can help, and the risks to manage.
- [The living matter file: from static folder to working record](https://thematteros.com/resources/the-living-matter-file): What a living matter file is, how it differs from a folder of documents, and how to build one in Notion with status, next step, linked actions, evidence and notes.
- [Where a lawyer's week goes: a two-week self-audit](https://thematteros.com/resources/where-a-lawyers-week-goes): Find out where your working week really goes with a simple two-week self-audit: categories, a table to fill in, how to read the result and what to change.
- [Law firm automation guide: where to start and where to stop](https://thematteros.com/resources/law-firm-automation-guide): A guide to automating a small law firm: how to find tasks worth automating, a safe order of work, tools in and beyond Notion, and the limits you should respect.

## Features

- [Practice strategy in Notion: plan your firm with MatterOS](https://thematteros.com/features/strategy): How to use MatterOS to plan your practice: place yourself on the maturity ladder, pick one piece to fix, and review the dashboard against goals you set.
- [Docket-check prompts for Notion AI: review deadlines with MatterOS](https://thematteros.com/features/agent_docket): Prompts you can run in Notion AI against the MatterOS Actions database to list upcoming deadlines and gaps. A prompt you run, not an autonomous docket agent.
- [The Team piece: roles and handover notes in Notion](https://thematteros.com/features/pillar_team): The Team piece of the Matter Method in MatterOS: record who does what on each matter, hold handover notes and test whether the practice runs without you.
- [Team collaboration in Notion: working on matters together](https://thematteros.com/features/team_collaboration): How a small legal team collaborates in MatterOS using Notion's sharing, comments, mentions and assigned actions, and what the template leaves to Notion.
- [Deadline tracking in Notion: the MatterOS Actions database](https://thematteros.com/features/deadlines): How to track legal deadlines in Notion with MatterOS: required fields, views by urgency, reminders and the limits, including no court-rules calculation.
- [Weekly and monthly practice review in Notion](https://thematteros.com/features/review): A review routine for MatterOS: what to check weekly and monthly on the dashboard, how long it takes and which problems it catches before they cost you.
- [Templates, playbooks and role setups in MatterOS](https://thematteros.com/features/templates_personas_playbooks): What templates and playbooks come with MatterOS, how to tailor them for a practice area or role, and how to add your own database templates in Notion.
- [Inbox triage in Notion: turn email into actions on matters](https://thematteros.com/features/smart_inbox): A manual inbox triage routine for MatterOS: decide, drop and link each email to a matter, with notes on what Notion does and does not automate.
- [Data-hygiene prompts for Notion AI: keep matters complete](https://thematteros.com/features/agent_hygiene): Prompts to run in Notion AI against MatterOS to find matters with missing owners, dates or next steps. Prompts you run and check, not an autonomous agent.
- [Audit trail in Notion: audit log vs page history for lawyers](https://thematteros.com/features/audit_log): MatterOS has no audit log of its own. What Notion provides: an audit log on the Enterprise plan, page history on others, and how to build a manual record.
- [The Actions piece: commitments ranked by consequence](https://thematteros.com/features/pillar_actions): The Actions piece of the Matter Method in MatterOS: a database where each commitment has an owner, a deadline, a matter and a consequence if missed.
- [Client portal in Notion: share a client-safe page with MatterOS](https://thematteros.com/features/client_portal): How to give clients a status page from MatterOS using Notion sharing, what to expose and hide, and the limits: it is not a branded or secure-messaging portal.
- [A Today view in Notion: your daily legal action list](https://thematteros.com/features/inbox_today): Build a Today view on the MatterOS Actions database: filters, sort order, a morning routine and the limits of a manual daily list.
- [Two-factor authentication for a Notion law practice](https://thematteros.com/features/two_factor): MatterOS has no login of its own. Secure client matters with Notion's two-step verification and SSO, and learn what to switch on before you store client data.
- [Onboarding tour: getting started with MatterOS in Notion](https://thematteros.com/features/onboarding_tour): MatterOS has no in-app tour. Follow this setup path instead: duplicate the template, open your first matter, add actions and use the dashboard and walkthrough video.
- [Document drop: filing documents into a matter in Notion](https://thematteros.com/features/document_drop): File incoming documents into the right matter in Notion with MatterOS, using the Evidence register, a form and a template, and what stays manual.
- [Tracking discovery in Notion with the Evidence register](https://thematteros.com/features/discovery): How to track discovery requests, responses and produced documents in MatterOS using the Evidence register and Actions, and why it is not an e-discovery platform.
- [Voice capture for lawyers: notes by dictation in Notion](https://thematteros.com/features/voice_capture): MatterOS has no voice capture feature. Here is how to record meeting notes in Notion with AI Meeting Notes or dictation and file them to the right matter.
- [Comments and @mentions on legal matters in Notion](https://thematteros.com/features/comments_mentions): Use Notion comments, @mentions and reminders in MatterOS to hand off work, ask questions and keep matter discussion on the matter instead of in email.
- [Inbound email and legal matters: keeping email out of Notion's way](https://thematteros.com/features/inbound_email): MatterOS does not receive or send email. See how to log important emails against the right matter in Notion without letting the inbox become your system.
- [Exporting your matter data from Notion](https://thematteros.com/features/data_export): MatterOS keeps data in your Notion workspace, so exporting is a Notion feature. Learn how to export matters, evidence and time, and what the formats preserve.
- [Work review and sign-off for legal work in Notion](https://thematteros.com/features/work_review_signoff): Build a review and sign-off step into MatterOS with status properties, a reviewer field and a checklist, so nothing leaves without a lawyer's approval.
- [Legal research notes in Notion: a library that compounds](https://thematteros.com/features/research): Capture legal research once and reuse it. How the MatterOS Research library links notes to matters and areas, and what it leaves to research databases.
- [A manual conflict check routine in Notion](https://thematteros.com/features/conflict_check): Search Clients and Matters in MatterOS before opening a new matter. A simple routine that supports, but never replaces, your firm's formal conflict check.
- [The Matter pillar: one living page per case](https://thematteros.com/features/pillar_matters): The M in the Matter Method: turn every case into a structured Notion page with status, parties, key dates and linked records, and apply the five-minute test.
- [Opening a new matter in Notion: intake form and template](https://thematteros.com/features/matter_drop): How to take a new instruction into MatterOS with a Notion form and a matter template, so every case starts with an owner, dates and a next step.
- [AI drafting with the MatterOS prompt pack](https://thematteros.com/features/drafter): The MatterOS prompt pack helps summarise matters, draft client updates and build checklists. A lawyer reviews everything. This is not an automated drafter.
- [The Evidence pillar: classified, tagged, review-tracked](https://thematteros.com/features/pillar_evidence): The E in the Matter Method: a Notion Evidence register with classification, tags and review status per document, so you know what you have and what is missing.
- [The Research pillar: capture once, reuse forever](https://thematteros.com/features/pillar_research): The final R in the Matter Method: a Notion Research library where each matter's learning makes the next one easier. Test, structure and limits.

## Practice areas

- [MatterOS for bankruptcy lawyers: track petitions, creditors and cases](https://thematteros.com/for/bankruptcy-law): Set up MatterOS in Notion for bankruptcy practice: intake and document gathering, creditor tracking, hearing dates and a case checklist you can adapt.
- [MatterOS for regulatory and compliance lawyers: obligations, filings and reviews](https://thematteros.com/for/regulatory-compliance): Use MatterOS in Notion for regulatory and compliance work: obligation registers, filing calendars, policy reviews, regulator correspondence and audit evidence.
- [MatterOS for tax lawyers: advisory, returns support and disputes](https://thematteros.com/for/tax-law): How tax lawyers can set up MatterOS in Notion: advisory and dispute matters, authority correspondence, tax-year tracking and a working document register.
- [MatterOS for landlord and tenant lawyers: notices, arrears and possession](https://thematteros.com/for/landlord-tenant-law): Set up MatterOS in Notion for landlord and tenant work: tenancy records, notices served, arrears, hearings and inspection evidence across many small matters.
- [MatterOS for criminal defence lawyers: charges, disclosure and hearings](https://thematteros.com/for/criminal-defense): Set up MatterOS in Notion for criminal defence: charge tracking, disclosure review, client custody and bail status, hearing dates and trial preparation lists.
- [MatterOS for litigation and dispute lawyers: pleadings to judgment](https://thematteros.com/for/litigation-disputes): Use MatterOS in Notion for civil litigation and arbitration: procedural steps, bundle and evidence tracking, witness lists, cost updates and next-step discipline.
- [MatterOS for employment lawyers: claims, advice and investigations](https://thematteros.com/for/employment-law): Set up MatterOS in Notion for employment law: employer advice, individual claims, investigations, settlement agreements, key dates and evidence tracking.
- [MatterOS for insurance defence lawyers: carriers, reports and budgets](https://thematteros.com/for/insurance-defense): Use MatterOS in Notion for insurance defence: carrier reporting, claim files, budgets, discovery tracking and evaluation notes across a high caseload.
- [MatterOS for immigration lawyers: applications, evidence and status dates](https://thematteros.com/for/immigration-law): Set up MatterOS in Notion for immigration practice: case types, document checklists, status expiry dates, authority notices and client follow-up.
- [MatterOS for civil rights lawyers: incidents, evidence and long-running cases](https://thematteros.com/for/civil-rights-law): How civil rights lawyers can use MatterOS in Notion: incident timelines, witness and records tracking, public-body correspondence and multi-party case management.
- [MatterOS for IP litigation lawyers: patents, marks and infringement disputes](https://thematteros.com/for/ip-litigation): Set up MatterOS in Notion for intellectual property litigation: asserted rights, claim charts, prior-art tracking, expert work, discovery and parallel proceedings.
- [MatterOS for IP prosecution lawyers: filings, office actions and portfolios](https://thematteros.com/for/ip-prosecution): Use MatterOS in Notion for patent and trade mark prosecution: portfolio records, office-action responses, filing dates, renewals and client instructions.
- [MatterOS for family lawyers: separation, children and financial disclosure](https://thematteros.com/for/family-law): Set up MatterOS in Notion for family law: financial disclosure tracking, children arrangements, hearings, client communication boundaries and settlement offers.
- [MatterOS for medical malpractice lawyers: records, experts and causation](https://thematteros.com/for/medical-malpractice): Set up MatterOS in Notion for medical negligence work: records requests, chronology, expert opinions on breach and causation, damages evidence and case budgets.
- [MatterOS for personal injury lawyers: treatment, damages and negotiation](https://thematteros.com/for/personal-injury): Use MatterOS in Notion for personal injury practice: client treatment tracking, liability evidence, insurer contact, damages build-up and settlement stages.
- [MatterOS for estate planning and probate lawyers: plans, assets and administration](https://thematteros.com/for/estate-planning-probate): Set up MatterOS in Notion for estate planning and probate: planning interviews, document execution, asset inventories, beneficiary contact and administration.
- [MatterOS for workers' compensation lawyers: injuries, claims and hearings](https://thematteros.com/for/workers-compensation): Use MatterOS in Notion for workers' compensation practice: injury reports, claim status, medical evidence, hearing dates and benefit tracking across a caseload.
- [MatterOS for real estate and construction lawyers: transactions and disputes](https://thematteros.com/for/real-estate-construction): Set up MatterOS in Notion for real estate and construction work: transaction checklists, title and contract documents, milestones, claims and defect disputes.

## MatterOS

- [MatterOS: the Notion operating system for lawyers](https://thematteros.com/product): What MatterOS is: a Notion template built on the Matter Method, with six connected databases, a practice dashboard, a playbook, a setup video and an AI prompt pack.
- [The Matter Method: six pieces, every case, nothing forgotten](https://thematteros.com/method): The Matter Method explained: six connected parts of legal work, the test for each, six maturity levels and the doctrines behind MatterOS.
- [Why MatterOS: stop being the system](https://thematteros.com/why): Why lawyers build a matter system: memory-based practice is fragile. How MatterOS gives solo and small firms structure without enterprise software.
- [MatterOS facts: price, format, refunds and what's included](https://thematteros.com/facts): The facts about MatterOS in one place: what it is, price, format, what is included, who it is for, refund terms, data and what it does not do.
- [MatterOS pricing: one payment, no subscription](https://thematteros.com/pricing): MatterOS costs $39 once. What you get, what you also pay for (Notion), the 7-day refund and how the cost compares with monthly practice software.
- [Security and your data: how MatterOS handles confidential information](https://thematteros.com/security): MatterOS keeps your data in your own Notion workspace. What that means for security, what Notion provides, and the settings lawyers should configure.
- [About the company behind MatterOS](https://thematteros.com/company): Who makes MatterOS and why: an independent product built by a lawyer-turned-legal-technologist, with a mission to make operational clarity affordable.
- [About MatterOS: the story behind the Matter Method](https://thematteros.com/about-matteros): How the Matter Method and MatterOS came about, who they are for and what they stand for: affordable structure for solo and small law practices.
- [Who uses MatterOS: lawyers and practices it is built for](https://thematteros.com/customers): Who MatterOS is for: solo practitioners, small firms, young lawyers and in-house counsel, with the use cases it covers and how we handle customer stories.
- [Investors and partners: working with MatterOS](https://thematteros.com/investors): MatterOS and the Matter Method: what we publish for investors and partners, how to get in touch and the mission that guides the product.
- [MatterOS status: what to do if Notion is unavailable](https://thematteros.com/status): MatterOS runs in your Notion workspace, so availability is Notion's. How to check status, plan for outages, keep offline copies and protect deadlines.
- [See MatterOS in action: previews, walkthrough and questions](https://thematteros.com/book-a-demo): How to evaluate MatterOS before and after you buy: the interactive preview, the maturity check, the setup walkthrough, the 7-day refund and how to ask questions.
- [Connecting MatterOS to your other tools](https://thematteros.com/connect): How to connect a MatterOS workspace to email, calendars, storage, forms and billing using Notion's own connections, automations and API.
- [Contact MatterOS](https://thematteros.com/contact): How to reach MatterOS for questions before buying, help setting up, refunds and feedback, and what to include so we can help quickly.
- [Matter drop: capture anything into the right matter, fast](https://thematteros.com/matter-drop): The matter-drop habit: get emails, notes, documents and tasks onto the right matter in seconds, using Notion's quick capture and MatterOS's matter pages.

## Frequently asked questions

- What is MatterOS? MatterOS is a Notion template for lawyers, built on the Matter Method. It connects six parts of legal work (Matters, Actions, Time, Team, Evidence and Research) in one Notion workspace, with a practice dashboard, the Matter Method playbook, a setup walkthrough and an AI prompt pack.
- How much does MatterOS cost? MatterOS is $39 as a single payment, not a monthly or per-user subscription. Future versions are included.
- Do I need a paid Notion plan? MatterOS runs in a standard Notion workspace. Team features such as guests and automations work best on Notion Plus.
- I've never used Notion. Is this for me? Yes. It comes with a setup walkthrough, and you can start with just the Matters and Actions databases.
- Does it handle billing and trust accounting? It tracks time by matter for practice insight. For invoicing and client trust accounts, use dedicated accounting tools alongside it.
- Is my client data safe? Your data lives in your own Notion workspace; I never see it. Check Notion's security settings and your local professional-conduct and data-protection rules before storing client information.
- Does it work for my practice area or country? Yes. The six objects are jurisdiction-neutral, and every field is editable.
- Can I use it with AI? Yes. The prompt pack works with Notion AI, Claude, ChatGPT or any assistant you use.
- Do I get updates? Yes, all future versions of MatterOS are included.
- What if it isn't right for me? You have 7 days to ask for a refund. One email to hello@raghavrhanda.com is enough.

## Optional

- [Full text for language models](https://thematteros.com/llms-full.txt): the full Matter Method, maturity levels, resources and FAQ on one page.
- [Home page](https://thematteros.com/): overview, method, pricing and FAQ.
- [Matter Maturity check](https://thematteros.com/#maturity): six yes/no questions that place a practice on the L0 to L5 ladder.
- [Sitemap](https://thematteros.com/sitemap.xml)