How to import a template
Each template is a CSV file. Notion turns a CSV into a database, with one property per column and one page per row.
- Download the CSV file for the template you want.
- In Notion, choose Import (in the sidebar or under Settings), then CSV.
- Pick the file. Notion creates a new database with one property per column and one page per row.
- Open each property and set its type to the one listed on this page (Select, Date, Checkbox and so on). Notion may import some columns as plain text.
- Add the suggested views, delete the sample rows, and start using it.
Case brief library
One page per authority you rely on, with the facts, issue, holding and reasoning in a consistent shape, and a note on why it matters to your matter. Three well-known cases are included as sample rows.
Properties
| Property | Set the type to | What it holds |
|---|---|---|
| Case | Title | Party names, for example Donoghue v Stevenson. |
| Citation | Text | Neutral or report citation. |
| Court | Select | Court or tribunal that decided it. |
| Year | Number | Year of decision. |
| Jurisdiction | Select | For example England and Wales, New York. |
| Topic | Multi-select | Tort, contract, procedure and so on. |
| Facts, Issue, Holding, Reasoning | Text | Keep each to a few lines. |
| Relevance to matter | Text | Why you are keeping it. |
| Status | Select | To read, Briefed, Relied on. |
| Link | URL | Link to the report or database. |
Suggested views
- All cases, sorted by Year (newest first)
- By topic: table grouped by Topic
- To read: filter Status is To read
Tips
- Delete the three sample rows once you have seen how they work.
- Add a Relation to your Matters database to see every authority for a matter on its page.
Client intake tracker
Track every enquiry from first contact to signed engagement, with conflict check, engagement letter and next step in one row. Two fictional sample rows are included.
Properties
| Property | Set the type to | What it holds |
|---|---|---|
| Client name | Title | Person or organisation. |
| Client type | Select | Individual, Company, Public body. |
| Email, Phone | Email, Phone | Contact details. |
| Source | Select | Referral, Website, Repeat client, Other. |
| Matter type | Select | Your practice areas. |
| Date enquired | Date | When they first got in touch. |
| Conflict check | Select | Not started, Clear, Flagged. |
| ID verified | Checkbox | Where your rules require it. |
| Engagement letter | Select | Not sent, Sent, Signed. |
| Status | Select | Enquiry, Intake, Engaged, Declined. |
| Next step, Next step date | Text, Date | What happens next, and when. |
Suggested views
- Pipeline: board grouped by Status
- Needs action: filter Next step date is on or before today and Status is not Declined
- Awaiting conflict check: filter Conflict check is Not started
Tips
- Do not store privileged detail in free-text notes. Keep intake to the facts you need to open the matter.
- Once a client is engaged, move them into a Clients database and relate it to Matters.
CLE and training tracker
Log every course, event or training activity with its hours and category, and see your total against the compliance year. Two fictional sample rows are included.
Properties
| Property | Set the type to | What it holds |
|---|---|---|
| Activity | Title | Course, webinar, conference or reading. |
| Provider | Text | Who delivered it. |
| Date completed | Date | When you finished. |
| Hours | Number | Credit hours or equivalent. |
| Category | Select | Ethics, Practice skills, General, Other. |
| Format | Select | Live, On demand, Self-study. |
| Compliance year | Select | For example 2026/27. |
| Certificate | Files & media or URL | Proof of attendance. |
Suggested views
- This year: filter Compliance year is the current year
- By category: table grouped by Category with a Sum of Hours in the footer
Tips
- Requirements differ by jurisdiction and regulator. Set your own required hours and categories from your regulator's rules.
- Add a Number property for Hours required and use a footer Sum to see how many remain.