5 Notion templates every lawyer should use: the essential types

1. Matter tracker

The hub of the system. One entry per matter.

• Properties: matter name, client, practice area, status, opened date, responsible lawyer.
• Views: active matters, by practice area, closed this year.
• Link to: deadlines, tasks, time, documents, notes.

2. Deadline tracker

A separate database so dates can be sorted, filtered and reviewed across all matters.

• Properties: date, type, matter, status, who verified it and when.
• Views: this week, next 30 days, overdue.
• Note: you work out the date from the applicable rules; Notion records and reminds.

3. Client intake

A form-style page capturing enquiry details, the parties involved (for conflict checks) and the proposed scope.

• Properties: source, parties, matter type, conflict check status, engagement sent/signed.
• Views: new enquiries, awaiting conflict check, ready to convert to a matter.

4. Time log

Entries with date, duration, matter and description, rolled up to show time per matter and per month. It supports billing; it does not issue invoices or hold client money.

5. Knowledge base

Precedents, research notes, checklists and procedures, tagged by area and linked to matters that used them. This is the part that compounds over time.

Putting them together

LawyerOS Starter ($19) includes the first two types. Pro with AI ($39) adds time, clients, research and more with saved views. Neither does trust accounting, court-rules calendaring or integrated billing.

• Best Notion templates for lawyers
• Client intake and conflict checks

Where is the full comparison with prices?

This page covers the five essential template types. For named products, a criteria scorecard and listed prices checked on 30 October 2026, see the canonical comparison.

• Full comparison with prices and a scorecard

Frequently asked questions

Which template should I set up first?

The matter tracker, then the deadline tracker.

Do I need all five?

No. Add types as the need appears.

Can I build these myself?

Yes. A ready-made template saves design time.

Why does the URL say 2025?

It reflects the original page address; the content is updated for 2026.