What is inside MatterOS?
- 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
| Part | What it does |
|---|---|
| Matter | Matters hub: one page per case with status, parties, key dates and every linked record. |
| Actions | Actions database: deadlines, owners, urgency type and “consequence if missed”. |
| Time | Time log: entries linked to matters, with practice-level views. |
| Team | Team layer: roles, responsibilities and handover notes on every matter. |
| Evidence | Evidence register: classification, tags and review status per document. |
| Research | Research library: notes linked to matters, cross-referenced by practice area. |
Alongside the six, MatterOS includes Clients and Invoices records linked to every matter, ready-to-use AI prompts to summarise a matter, draft a client update or build a next-steps checklist, and a quick start guide that takes you from duplicating the template to opening your first matter.
How does it work in practice?
- 1
Duplicate it
After purchase you receive a link to duplicate MatterOS into your own Notion workspace.
- 2
Add your first client and matter
Replace the sample entries with real ones; start with Matters and Actions.
- 3
Log the first action and its deadline
Every action has an owner, a deadline and a matter.
- 4
Run your week from the dashboard
Deadlines, overdue actions, unbilled time and matters without a next step.
Who is it for?
- Solo practitioners and small firms of two to ten lawyers.
- Young lawyers building a practice.
- In-house counsel who need matter tracking without client billing.
- Any practice area: the six parts of legal work are jurisdiction-neutral and every field is editable.
What MatterOS is not
MatterOS is not software-as-a-service, not a replacement for trust accounting or court-rules calendaring, and not legal advice. It does not host your data, send emails on your behalf or integrate with billing systems on its own. Where you need those, use dedicated tools alongside it.
Frequently asked questions
- What is MatterOS?
- A Notion template for lawyers built on the Matter Method, with six connected databases, a dashboard, a playbook, a setup walkthrough and an AI prompt pack.
- Is MatterOS software I log in to?
- No. It is a template you duplicate into your own Notion workspace, so you use Notion to run it.
- How much does MatterOS cost?
- $99, one payment. Future versions are included. You also need a Notion account.
- Does it handle billing and trust accounting?
- No. It tracks time by matter; use dedicated accounting tools for invoicing and client money.
- Can I customise it?
- Yes. Every database, property and view is editable.
Sources
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.
Keep reading
- About MatterOSWhy MatterOS: stop being the systemWhy lawyers build a matter system: memory-based practice is fragile. How MatterOS gives solo and small firms structure without enterprise software.3 min read · 17 October 2026
- About MatterOSSee MatterOS in action: previews, walkthrough and questionsHow 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.3 min read · 17 October 2026
- About MatterOSConnecting MatterOS to your other toolsHow to connect a MatterOS workspace to email, calendars, storage, forms and billing using Notion's own connections, automations and API.3 min read · 17 October 2026