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Open a real Project

Chapter 4 of 5 · Section 12 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

Provision the repository and Drive folder — a separate step today

The browser form does not provision the Project's repository or Drive folder by itself. Every other way of opening a Project — the JSON API, the CLI, the MCP tool — provisions both surfaces as part of opening; the browser form only writes the matter row. Immediately after submitting, /app/projects/<code> names no repository yet.

Close that gap from the matter page's admin retry, or from the CLI:


navigator project setup <code>

This creates — or adopts, if one already exists — an empty private GitHub repository and Drive folder, and records the repository URL on the row. It writes no files.

Presenter notes

Run reconcile live and point out the row had no repository URL until this step. Contrast it with the JSON API, CLI, and MCP paths, which provision both surfaces synchronously as part of opening.

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