NOTION FOR LAWYERS?
I’m a 3rd year corporate transactional associate with a private practice firm. Does anyone regularly use Notion to manage client matters, projects, notes, etc.? If so, have you enjoyed the experience and do you have any tips/templates to share?

like
Posting as :
works at
You are currently posting as works at

I used to - but it ended up being a bit over complicated for me for client and task management, and I ended up falling back to OneNote and Airtable. I’m also a 3rd year, and keeping my Notion updated in addition to the firms internal checklist and docs just ended up being too much process.

I do however still use it as a knowledge base for all the trainings I’ve done and resources I’ve gathered over the past 3 years, which is super helpful.

likehelpful

I do a variation of these things daily (1) take research/call notes (2) add to my checklist or to-do list and (3) create new client and project folders. Is this similar to the types of thing you do on a regular basis? If so, are the apps you use good for all of these?

I have thought about it but now currently use a mix of Outlook, paper planning and an Etsy automated task tracker

helpful

Related Posts

Hi, I'm looking for a mentor so I can pivot from e&i to software and devops. I love figuring out how things work. To me it is all a big mysterious puzzle to figure out and make work. I love seeing the pieces click together and suddenly begin doing something productive.

I'm currently learning python for self directed tasks and am working on skills related to OOP and software design patterns as well as studying to renew my CCNP Collaboration and working towards a CCNA DevNet.

like
like

I did it! I got an in-house Paralegal position after years of working and being burned out at different law firms. I was going to leave the legal field all together because I was so burned out and depressed, but I decided to give the field one more chance if I was able to go in-house. Prayerfully, this transition will be a good one.

like
like

Thoughts on airline stocks? Good time to get in?

like

I feel like I've been lowballed, can someone explain the below breakdown please?

Base salary: 60k
Quarterly quota (per quarter): 107k
Quarterly bonus (per annum): 23k
130% Annual bonus = 11.5k
"23% commission on quota minus base": 37k (don't understand this)
"Proposed 23% commission on 150% quota minus base": 86.5k
Sales commission threshold per month: 22k
OTE: 122k
Cost/Sales: 28%

That base salary is lower than my previous base by a significant amount by 32.7%

like

Any Recruitment Project Managers willing to share salary and location (even East Coast, West Coast, etc,)?
Thank you !

like

NYC - Top entertainment accounting firm is looking to hire multiple staff tax accountants to their team. Most of the clients are in television and film - actors, producers, directors. Should have 1-3 years of busy season experience. Excellent culture, benefits and work/life balance. DM me for more info!

like

Any suggestions to find moments of silence/solitude during the work day? Can�t use meetings rooms and the place is like a wall st trading floor. Noise cancelling headphones?

like

How do you phase out screen time when you have to be connected all the time? I like the idea of digital minimalism after work hours, but I don't truly have any after work hours.

like

Anyone currently freelancing for a big tech co? Dying for some tips / hints on how to get my foot in the door...!

like

I have got Gurgaon as base location in offer letter. But since I lost a parent(my father) and relocating is kind of not possible for me at this moment can I ask them to relocate me to Kolkata?

PS - I am a campus hire so a fresher - Analyst

like
like

Is it easy for engineers to become TPMs?

like

What is the salary range for a Senior Consultant position in Infrastructure & Capital Projects at Deloitte Trying to help out a friend who is currently applying for a US position.

like

My students come to my class first every morning and are really hard to settle. They continue to carry on whatever they were doing on the bus. It takes about 20 min to get them settled down and doing the warm up and the class is only 45 min. Any tips?

like

I have issues “delegating” or simply assigning tasks, which as a Manager is a whole thing. Like I feel “bad” asking my people to do things that i know i can do but shouldn’t because it’s not up to me. When I assign a task i try to be super clear with instructions, give examples, help them get started…but I still feel bad. Idk. Anyone goes through this?

like

HR opinion: Do I have any leverage as a hospital nurse case manager in negotiating earned time? I have 15 years within the organization, left for 10 months to be remote during the pandemic while sorting out childcare as immunocompromised family helped. Now HR is restarting my ET as a new employee. I realize I left, but not on bad terms and I am an exemplar and respected employee. I thought I’d have the upper hand with the nursing shortage but I’m getting the “rules are rules” response. Help!?!

like

How much amount free items can we take in medibuddy as a new user?

like

What are the life sciences opportunities in UAE? I know there’s is a lot of public sector (from KSA) or finance work but is there other life sciences opportunities? Similar to what LEK, ZS, Putnam, Clearview etc all do?

like

Additional Posts in Corporate Transactional Law

Curious as to how many deals at once is typical for a first year associate to take on (M&A, mostly private equity clients). Deal size is lower middle market and I’ve worked on deals ranging from $1-$110M. 2 deals at once is plenty for me, but it seems like my peers are able to take on more than that at once and still do fine. Maybe I’m just a slow learner/out of my league at the big law firm I’m at.

like

Corp transactional attys, what does your job involve exactly? What does a typical day look like for you?

like

Do any real estate lawyers out there know of/can direct me to a ROFO agreement to purchase commercial property? I’m working on one now (but using a ROFO to purchase equity interests as a basis) and would like to see what other people are doing. Finding a good one has been hard, as this kind of thing isn’t always required to be filed with the sec and every search I’ve done basically pulls up garbage. Also, are there any provisions you’d consider absolutely crucial from the owner’s side?

like

My boss is asking me to “reconsider” the way I approach a client… I am in charge of this annoying corporate maintenance thing that we do for a client (I.e., making board of directors meeting to comply with some regulatory reporting required. I always end up missing deadlines. How would you reply?

like

Who’s planning on leaving after getting their bonus?

like

Junior associate here, should I ask for more money if my firm is about 10-15 percent less hours but about 30 percent less pay? The gap will never be closed to the top pay scale at my firm but when I decided to come to this firm the pay difference was about 15 percent and not 30. Would appreciate any thoughts on how to go about bringing this up without pissing people off because I love the firm and do not want to leave

like

Anyone use OneNote as a transactional lawyer? How do you like it? Trying to be more organized with all my ongoing deals!

like

Anyone who has transitioned from M&A work to finance work, how has your experience been? I am considering a similar transition and would love to learn about any changes to your work/life balance, stress-levels, etc.

like

Is it possible to be a “silent” investor (party A) with a friend who’s an accredited investor (party B)investing in a company? So if B is investing $50k in a company, and A wants to give B $25k of that investment, is this possible with an agreement between A and B, where they’re responsible for their own portion of taxes?

What is Citis C12 equivalence in TD? ( I am in Citi Canada and have offer of L10 at TD Canada)

likehelpful

How many deals (M&A) is appropriate for a first year attorney? I'm wondering if I should be challenged more and worried I'm not excelling enough. I don't like having idle time, and feel like I grow more effectively with ongoing challenges. Not experiencing that now

like

Any firms in London hiring US qualified associates into their capital markets practice?

like

Why provide redlines against the original draft instead of the last turn when sending drafts to opposite counsel?! This profession makes no sense.

like

What sort of reps are tripped up by requirements contracts?

Does anyone want to be my M&A coach? Will pay.

like

Deal Lingo - I’ve seen a “Book of Banking Jargon” from L&Ws. Is there one out there for M&A? Also does anyone really know what dupe/duped means?! I use it not fully understanding it’s meaning. (Junior Tag)

like

Any book recommendations on Clinical Trial Agreements?

like

I recently left the gov’t for private practice with a M&A group. How does everyone bill when you are thinking about how to structure it and what docs need to get drafted? I’m learning that billing is an art so any canned language would be great!

likehelpful

Any suggestions on resources for corporate contract drafting? I have been largely responsible for employment matters and basic contracts. Starting to work on buy/sell of goods and services; not huge but also not employment agreements. Looking for refreshers... been a while since law school and the bar. Thanks

like

Cross posted: Has anyone ever heard of this type of real estate private equity fund structure:

-One LLC, so only one PPM
-Multiple investors that can be onboarded anytime
-Multiple investments that investors can determine whether or not they want to invest in
-One K-1 per investor based on their investments and income
-Ability for the Sponsor/Fund to invest directly, indirectly and in equity, debt, Pref, etc.
To me this seems extremely cumbersome and would require multiple classes of (cont’d)

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal