Learning objectives

• Remember — identify Project, Template, Notation, Workflow, and the unique onboarding / offboarding pair.
• Understand — connect each noun to the database row that makes the workflow durable and inspectable.
• Apply — open the litigation matter, bind the shared retainer template, and view the client portal application.
• Analyze — inspect the notation state and the matter's participation-scoped views.
• Evaluate: identify which outcome your firm would buy first and what it would need to see.
• Create — make a small, testable change in the sample project and refresh the local portal.