The living matter file: from static folder to working record

Folder or living file?

What goes in a living file?

• Header: client, matter type, status, responsible lawyer.
• Next step with owner and date.
• Key dates, with the rule or source behind each.
• Linked actions, time entries, evidence and research notes.
• A short running log of decisions and client instructions.
• A handover note if the matter changes hands.

1. 1

   Open the matter from a template

   Same structure every time.

2. 2

   Update the log after each significant event

   One or two lines are enough.

3. 3

   Review at the weekly meeting

   Any matter without a next step gets one.

The folder with the actual documents can remain in your storage of choice; the living file links to it.

Limits to keep in mind

A living file is only as current as its users make it. It will not capture what you never write down, and it does not replace official court or registry records. Keep original documents in an approved store and follow your retention rules.

• The Matter Method
• What is matter management?
• Matter management in Notion
• Delegation and handover

Frequently asked questions

What is a matter file?

The complete record of a legal matter, including documents, correspondence, decisions and billing information.

How is a living file different from a case management system?

It is a way of working: one up-to-date record per case. You can implement it in a dedicated system or in Notion.

Does it replace my document storage?

No. It links to documents and adds the status and context folders lack.

How long should I keep matter files?

Retention periods depend on jurisdiction and matter type. Check your regulator's rules.