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Configure the Trust Boundaries

Chapter 5 of 7 · Section 33 of 44

Sections

1. Intro

  • 1. Deploy your own
  • 2. Agenda

2. Prepare Google Cloud

  • 3. Bring your own project
  • 4. Dry-run first
  • 5. Private assets and domain restricted sharing
  • 6. The one project that is public on purpose
  • 7. The Navigator deployment matrix
  • 8. The `/app` mount and HTTP route ownership
  • 9. `neon` — the whole brand seam
  • 10. Live rollout checkpoint
  • 11. Set one site to one version

3. Provision the Infrastructure

  • 12. The APIs that light up
  • 13. Network and five buckets
  • 14. How a Project portal reaches a client
  • 15. One matter's document never backs another matter's
  • 16. A private image registry
  • 17. The cluster comes up

4. Environment Matrix

  • 18. Three operating modes, two deployment profiles
  • 19. Configuration precedence: the first source wins
  • 20. Local dev controls: inputs read by `navigator dev`
  • 21. Local runtime: what `.devx/env` generates
  • 22. The store: SurrealDB
  • 23. Where SurrealDB authorization lives
  • 24. Deployed runtime: core web and worker wiring
  • 25. Deployed runtime: identity and access
  • 26. Deployed runtime: email, signatures, and billing
  • 27. Deployed runtime: repositories, content, AI, and scheduled work
  • 28. Provision and ship: variables read by the operator CLI
  • 29. Ancillary operations and opt-in test controls
  • 30. When simulated data appears

5. Configure the Trust Boundaries

  • 31. Secrets: the invariants that gate the boot
  • 32. Sign-in: bring an OIDC provider; passwords live there, not here
  • 33. Role rings: who can do what
  • 34. Provider signup and parity across the deployments
  • 35. The external surface — every third party, in one place
  • 36. The two service deployments
  • 37. Security architecture

6. Ship the Instance

  • 38. Ship and verify
  • 39. Post the verified handoff in `#navigator`
  • 40. Point your domain at the instance (optional)
  • 41. Drive it from the CLI
  • 42. Make it yours — white-label under your own brand
  • 43. This is how we set up Neon Law Foundation

7. Wrap Up

  • 44. Canonical references

Role rings: who can do what

Outside to centre: Client; Clerk (supervised non-lawyer); Lawyer (licensed to practice); Admin (licensed lawyer with system administration); Owner (system owner). Anonymous is outside every ring and sees public pages only.
Client
own matter
Clerk
supervised non-lawyer
Lawyer
licensed to practice
Admin
lawyer + system administration
Owner
owns the system

The rings display the five stored roles in their authority order: owner > admin > lawyer > clerk > client. Owner inherits Admin and Lawyer capability; Admin inherits Lawyer capability but cannot govern Owner. Clerk is deliberately not a weakened Lawyer account. Anonymous is outside every ring and sees public pages only. Clients use the portal for their own matters. Clerks reach /app/projects like everyone else and get a read-only rendering of their firm-assigned Projects and the disclosed lawyer DRI; they never give legal advice. Owner, Admin, and Lawyer are lawyers, and MCP, Git, drafting, approval, and administration surfaces stay lawyer-only.

Presenter notes

Use this picture when you add a person. Start with the person's real relationship to the firm, not the task you hope to delegate: Client for a represented person; Clerk for a supervised non-lawyer; Lawyer for a licensed practitioner; Admin for a licensed lawyer who also runs the installation. Then add Project participation separately. /clerk confirms which Projects a Clerk may coordinate and names the supervising lawyer. A later Clerk task such as uploading mail from the mailroom or preparing a contract review must name both the Clerk actor and the Project's disclosed lawyer DRI—it never turns the Clerk into a legal adviser.

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