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Open a real Project

Chapter 4 of 5 · Section 11 of 18

Sections

1. Why do this

  • 1. Learning objectives
  • 2. The running matter

2. Develop locally

  • 3. Start the local room
  • 4. Sign in

3. Work the litigation matter

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

4. Open a real Project

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

5. Wrap Up

  • 18. Verify the room

Fill the matter-open form

A lawyer-tier account reaches the form at /app/projects/new. It asks for a name, a code, an Entity, a description, scope of services, the client DRI, and a required conflict-check attestation. Navigator stores the code exactly as typed — the code is immutable, and a code already in use by another matter is refused rather than silently resolved, because it is a coordinate the caller already committed to elsewhere (a repository's navigator.yaml, a Drive folder name).

Presenter notes

Fill the form live against a throwaway name so the room sees every required field before it submits. Do not open a real matter in the shared room database.

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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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