Running your practice from Claude and ChatGPT

What assistants do well and badly

Memory and project features in these products change over time. Even where they exist, a chat history is hard to audit, share with colleagues or hand over, which are things a matter record has to do.

A pattern that works

1. 1

   Keep the record in one place

   Matters, actions, evidence and research in connected Notion databases, as MatterOS provides.

2. 2

   Copy in only what the task needs

   Paste the relevant matter summary, not the whole file.

3. 3

   Ask for a draft or a check

   Summaries, checklists, first-draft letters, questions to ask.

4. 4

   Verify and save

   Check the result, then store the final version back on the matter.

MatterOS also includes an AI prompt pack for common tasks such as summarising a matter, drafting a client update and building next steps. It works with Claude, ChatGPT, Notion AI or another assistant.

• What MatterOS is
• The Matter Method
• Why structure comes first

What you still need besides an assistant

• Trust accounting and billing software where your rules require it.
• A court-rules deadline method.
• Secure document storage and email.
• A written policy on AI use.

• AI ethics for lawyers
• Legal AI agents

Frequently asked questions

Can Claude or ChatGPT replace practice management software?

No. They help with drafting and analysis but do not provide a durable, structured record of matters, deadlines and time.

How do I give an assistant my matter details?

Copy the relevant parts of a structured matter record into the conversation, redacting what the task does not need, after checking the tool's terms.

Does MatterOS connect directly to Claude or ChatGPT?

MatterOS is a Notion template and does not itself connect to them. Its prompt pack is designed to be used with the assistant of your choice.

Is it safe to put client data into a chat assistant?

It depends on the plan, the provider's terms and your professional rules. Review them and minimise what you share.