Company and trust

Security and your data: how MatterOS handles confidential information

MatterOS is a Notion template, so your matters, clients and documents live in your own Notion workspace and the maker never sees them. Security is therefore Notion's platform security plus how you configure sharing and access. Notion reports SOC 2 Type II audits, ISO 27001 certification and encryption in transit and at rest; review them and your professional rules before storing client data.

By Raghav Handa · Updated 17 October 2026 · 3 min read

Where does your data live?

When you duplicate MatterOS, everything you enter is stored in your Notion workspace under your agreement with Notion Labs, Inc. MatterOS has no servers, accounts or database of its own; the maker's only data about you is the order information from checkout described in the privacy policy.

What does Notion provide?

ControlWhat Notion states
Independent auditsAnnual SOC 2 Type II audits
CertificationISO 27001, with related ISO certifications listed in its help centre
EncryptionTLS 1.2+ in transit; AES-256 at rest
Sign-inTwo-step verification for password accounts; SAML SSO on supported plans, with the second factor set at the identity provider
Health dataA Business Associate Agreement for Enterprise customers

These are Notion's own statements; the reports are available through its Trust Center.

What should you configure?

  1. 1

    Use a firm workspace

    Keep practice data out of personal workspaces.

  2. 2

    Turn on two-step verification

    Or require it through your identity provider.

  3. 3

    Restrict sharing

    Limit who can publish to the web and invite guests; review public pages.

  4. 4

    Share pages, not databases

    Give clients dedicated client-safe pages with view or comment access.

  5. 5

    Review connections and AI

    Check what each connection can read.

What MatterOS does not claim

MatterOS does not claim its own security certifications, because it hosts nothing. It does not replace your obligations under professional-conduct and data-protection rules, and it is not an endorsement of Notion for any particular class of data. Decide what belongs in Notion and what must stay elsewhere.

Frequently asked questions

Is MatterOS secure?
MatterOS runs in your Notion workspace, so security is Notion's platform plus your configuration.
Does the maker see my client data?
No. Your data is in your own Notion workspace.
Is Notion SOC 2 compliant?
Notion states it undergoes annual SOC 2 Type II audits; see its Trust Center for the reports.
Can I use MatterOS with privileged information?
That depends on your rules and client terms. Review Notion's security documentation and your obligations first.
Does MatterOS support two-factor authentication?
Sign-in is handled by Notion, which offers two-step verification; see the two-factor page.

Sources

About the author

Raghav Handa

Raghav Handa trained as a lawyer, then spent years building legal technology, from enterprise legal products to custom systems for law firms.

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