4-page PDF guide · Free

Quick-Start Guide: Notion for Lawyers

How to set up Notion for legal work from a blank workspace: the handful of decisions that matter and the ones that don't.

Any lawyer starting from a blank Notion workspace who wants the structure right the first time.

What's inside

The four-database core

Matters, Contacts, Time, and Deadlines: the minimum structure a practice needs, and exactly how they relate to each other.

The build order

Which database to build first, second, third, and fourth, so you don't end up rebuilding relations halfway through.

Views that actually get used

The three views, Active Matters, This Week, and Overdue, that turn a database into a daily habit instead of a graveyard.

Migrating without losing history

How to bring matters over from whatever you're using now without re-typing years of client data.

Where Notion stops being enough

An honest list of what a growing practice eventually needs that plain Notion can't do alone, and what to reach for next.

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Questions

Do I need the paid version of Notion?

The free plan covers everything in this guide. A paid plan becomes worth it once you add multiple team members or need deeper version history.

How long does the initial setup actually take?

Most solo lawyers following the guide finish start-to-finish in under an hour, since it skips the decisions that don't matter and focuses only on the ones that do.

What if I already have a system I like?

The guide includes a short migration section for bringing existing matters and contacts in without starting from zero.