Installation
Download and install on macOS 26+
Certum Draft Documentation
How to use the macOS app that turns client and matter data into the documents you'd otherwise type out by hand
Start here
Section titled “Start here”First Time Setup
Configure paths + Notion the first time you launch the app
Quick Start
Five-minute walkthrough — first matter, first document
Day-to-day work
Section titled “Day-to-day work”Dashboard
The home screen — three signal columns, key dates, NSW processing times, by the numbers
Create a Matter
The New Matter wizard — client details, matter type, verified addresses
Generate Documents
The document wizard — precedent picker, preview, generate
Potential New Matters
Track enquiries before they’re matters — capture, triage, convert, decline
Editing Matter Details
The matter workspace — overview, details, settlement, institutions, documents
Finder Integration
macOS Services + Quick Actions — open matters and create documents from Finder
Specialised workflows
Section titled “Specialised workflows”Institutions
Estate institution lifecycle — from notification through to funds received
Compliance
AML/CTF Tranche 2 workflow — identity verification, risk assessment, CDD reports
Reference
Section titled “Reference”Settings
All five preferences panes — General, Matters, Paths, Notion, Legal
Notion Integration
Keyboard Shortcuts
Every shortcut at a glance — global, workspace, navigation
Troubleshooting
Common issues and fixes — Notion errors, lock files, missing fields
For template authors
Section titled “For template authors”If you’re maintaining the firm’s precedent templates rather than just using the app, the Admin section covers the JSON schema, field types, conditional logic, and the legacy-conversion workflow:
- Understanding Templates — how the eight template packs hang together
- Creating Templates — the minimal
matter.json+ a real example - Template Fields — every field type, every property
- Conditionals —
visible_when, the boolean-string gotcha, the safe negation patterns - Field Codex — the canonical naming conventions
- Matter Configuration —
matter.jsontop-level config - Template Conversion — converting legacy PascalCase placeholders to dot-notation
- Template Author’s Guide — the big picture
Need help?
Section titled “Need help?”- Check Troubleshooting first
- Email [email protected] for support