Resources
Notion resources for lawyers
Learn Notion the way a legal practice uses it: matters, deadlines, time and research in linked databases. Step-by-step guides built on the Matter Method, hand-picked videos and Shorts, Notion's official documentation and the best written guides.
Learn Notion
Free guides, curated videos, Shorts, official documentation and the best articles, organised by topic.
- Beginner guideHow to use NotionLearn Notion through the six pieces of legal work, with embedded videos.Explore
- Setup guideSet up a Notion templateDuplicate, customise and launch a Notion template, including MatterOS.Explore
- Video libraryVideo tutorialsCurated YouTube lessons by topic, from first steps to legal workflows.Explore
- Quick tipsShortsOne feature per minute, watched between hearings.Explore
- From NotionOfficial guidesNotion's Help Center and Academy courses, organised by topic.Explore
- Reading listArticles and blogsWritten beginner courses, database explainers and legal use cases.Explore
Guides and tools
- The Matter MethodThe six pieces of legal work (Matter, Actions, Time, Team, Evidence, Research) and the test for each.Open
- Matter Maturity checkSix yes/no questions that place your practice on the L0 to L5 ladder.Open
- MatterOSThe full Notion workspace built on the Matter Method. $99, one payment.Open
Guides, comparisons and AI for law firms
Practical guides for running a law practice on the Matter Method, with honest comparisons and AI guidance.
AI
- AIAI for criminal defense: practical uses and limitsHow criminal defense lawyers can use AI assistants to summarise disclosure, build timelines and draft first versions, and why privilege and accuracy need care.4 min read · 17 October 2026
- AIAI for employment law: practical uses and limitsHow employment lawyers can use general AI assistants for chronologies, issue lists and first drafts, what to feed them, and where to stay careful.4 min read · 17 October 2026
- AIAI for estate planning: practical uses and limitsHow estate planning lawyers can use general AI assistants for intake summaries, asset schedules and first drafts, and why drafting still needs your review.4 min read · 17 October 2026
- AIAI for family law: practical uses and limitsHow family lawyers can use AI assistants for financial summaries, chronologies and draft letters, with care for sensitive data, children and verification.3 min read · 17 October 2026
- AIAI for immigration law: practical uses and limitsHow immigration lawyers can use general AI assistants for checklists, document summaries and drafts, how to feed them matter data, and the risks to manage.4 min read · 17 October 2026
- AIAI for landlord-tenant law: practical uses and limitsHow landlord-tenant lawyers can use AI assistants for lease summaries, notice drafts and ledger checks, and why local rules and verification still matter.3 min read · 17 October 2026
- AIAI for personal injury law: practical uses and limitsHow personal injury lawyers can use AI assistants to summarise medical records, build chronologies and draft demands, plus the privacy and accuracy limits.4 min read · 17 October 2026
- AIEarly case assessment with AI: a careful workflowHow 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.3 min read · 17 October 2026
- AILegal AI agents: what they are and what to hand themAn honest explanation of AI agents versus prompts for law firms, including Notion Custom Agents, which tasks suit them and which to keep human.3 min read · 17 October 2026
- AILegal AI ethics: a practical guide for small firmsA plain guide to the ethical duties around generative AI in law: competence, confidentiality, supervision, candour and fees, with a checklist for your firm.3 min read · 17 October 2026
- AILegal research with AI: a verification-first guideHow 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.3 min read · 17 October 2026
- AIRunning your practice from Claude and ChatGPTWhat 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.3 min read · 17 October 2026
Guides
- GuidesClient intake checklist for small law firmsA 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.3 min read · 17 October 2026
- GuidesClient portal guide: choosing and running a portal for your firmA decision guide to law firm client portals: what clients actually need, the options from email to dedicated portals, security questions and a rollout checklist.3 min read · 17 October 2026
- GuidesConflict check process: a guide for small law firmsA 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.3 min read · 17 October 2026
- GuidesFlat fees in the AI era: pricing legal work when time shrinksHow 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.3 min read · 17 October 2026
- GuidesGoing solo from BigLaw: the first 90 days of running your own practiceLeaving 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.3 min read · 17 October 2026
- GuidesLaw firm automation guide: where to start and where to stopA 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.3 min read · 17 October 2026
- GuidesLawyer SEO: get found without breaking advertising rulesLawyer 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.3 min read · 17 October 2026
- GuidesLegal intake automation: what to automate and what to keep humanA 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.3 min read · 17 October 2026
- GuidesLegal time tracking: a practical guide for small firmsHow 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.3 min read · 17 October 2026
- GuidesOrganising medical records and chronologies in your mattersHow 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.3 min read · 17 October 2026
- GuidesSolo law firm profit margins: where the money goesHow to understand and improve your solo law firm's profit margin: revenue, overhead, unbilled time and software costs, using your own numbers.3 min read · 17 October 2026
- GuidesThe living matter file: from static folder to working recordWhat 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.3 min read · 17 October 2026
- GuidesVirtual law firm setup: the stack, the routines and the risksHow 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.3 min read · 17 October 2026
- GuidesWhat does legal practice management software really 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.3 min read · 17 October 2026
- GuidesWhere a lawyer's week goes: a two-week self-auditFind 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.3 min read · 17 October 2026
Comparisons
- ComparisonsFilevine alternatives for solo and small firmsConsidering Filevine alternatives? How to weigh enterprise-style case management against lighter platforms and a flexible Notion template for a small practice.3 min read · 17 October 2026
- ComparisonsMatterOS vs ChatGPT: structured matter records or an AI chat?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.3 min read · 17 October 2026
- ComparisonsMatterOS vs Clio: a Notion template or practice management software?MatterOS vs Clio compared fairly: a one-time Notion template versus dedicated practice management software, with where each wins for solo and small firms.3 min read · 17 October 2026
- ComparisonsMatterOS vs e-discovery tools: what each is forMatterOS 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.3 min read · 17 October 2026
- ComparisonsMatterOS vs MyCase: template or all-in-one platform?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.3 min read · 17 October 2026
- ComparisonsSmokeball alternatives for small law firmsLooking 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.3 min read · 17 October 2026
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