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Using Neon Law Navigator

This workshop uses one local matter from start to finish: Cruller v. Prine. The matter code is sample-litigation, its portal application is the litigation sample project, and its local data is synthetic. Every attendee sees the same matter through the role assigned to their local account.

The fixture seeds two more matters beside it — sample-transactional and sample-estate — so the participation-scoped project list has something in it. The exercises stay on one matter on purpose; the other two are there to be seen from /app/projects, not worked.

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1

Chapter 1

Why do this

Today, a matter often lives across a practice-management suite, email, a document store, and a signature tool. The client sees none of that coordination and calls for an update. The firm pays per seat for the glue between systems.

Navigator changes the work in four ways:

  • Same-day engagement: a services page leads to a questionnaire, a drafted document, lawyer review, and a send in one system.
  • A bill the firm owns: the firm runs the software with a repository per matter, rather than a per-seat licence.
  • Security by assignment: participation gates every door, refusals are logged, and a lawyer approves before anything leaves.
  • A client surface per matter: the matter's repository publishes its client portal.

You leave with a litigation matter walkthrough and a three-minute demo you can run at your firm. You can also identify which outcome your firm would buy first and what it would need to see.

Navigator does not yet provide a client-facing case dashboard or timeline.

  1. 1Learning objectives
  2. 2The running matter
2

Chapter 2

Develop locally

  1. 3Start the local room
  2. 4Sign in
3

Chapter 3

Work the litigation matter

  1. 5The four nouns in one workflow
  2. 6One onboarding, one offboarding
  3. 7Walk the retainer intake one question at a time
  4. 8The other notations on a matter
  5. 9Inspect the client portal
  6. 10Make a sample-project change
4

Chapter 4

Open a real Project

Every exercise so far works the one seeded matter. Opening a new Project is a different, less-worked path — walk it once so the room can tell "the fixture already did this" apart from what a lawyer actually does to start a real engagement.

  1. 11Fill the matter-open form
  2. 12Provision the repository and Drive folder — a separate step today
  3. 13Populate the repository
  4. 14Stage a document and sync it
  5. 15Pull a fresh checkout's documents
  6. 16The portal is a separate, later decision
  7. 17Verify
5

Chapter 5

Wrap Up

  1. 18Verify the room
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Attorney advertisement. Nothing here is legal advice without a signed retainer for an active project. Past results do not guarantee future outcomes.

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