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Keep the Attorney in Control

Chapter 3 of 8 · Section 16 of 30

Sections

1. Intro

  • 1. Learning objectives
  • 2. The running matter
  • 3. Who is in the room
  • 4. Local KIND presenter rehearsal
  • 5. How Neon Law Navigator works
  • 6. Matter files: portal for clients, workbench for lawyers
  • 7. The Shared Drive and Project repository map

2. Build the Notation

  • 8. Install (no install)
  • 9. Sign in as yourself
  • 10. Tool calls are just prompts with specific words
  • 11. Build the template
  • 12. Run the transactional checklist
  • 13. Kaizen — share what you found

3. Keep the Attorney in Control

  • 14. When AIDA asks before she acts
  • 15. When an answer is wrong, send it back — don't start over
  • 16. Answers and questions are two different things
  • 17. The conflict check runs before every new matter

4. Complete the Matter

  • 18. Notarize and demo
  • 19. Why this matters

5. Take It to the CLI

  • 20. Run your own — and drive it from the command line
  • 21. Form a Nevada LLC from the command line
  • 22. Walk a questionnaire like a text adventure

6. Vibe Code the Navigator

  • 23. Your installation publishes its own schema
  • 24. Two doors — `/api` for a page, `/mcp` for an agent
  • 25. A first application is about fifteen lines
  • 26. Vibe the screen — do not vibe the rules
  • 27. Ship it as a Project's client portal
  • 28. The line your application does not cross

7. Prepare the Room Before Class

  • 29. Seat every attendee before the first login

8. Wrap Up

  • 30. Share what you built

Answers and questions are two different things

You are correcting an answer, not re-opening the questionnaire:

  • Only the answers you flagged are re-collected. Every other answer stays as it was, and the matter never re-walks the whole intake.
  • The paper stays pinned. Correcting an answer does not swap the template version the matter opened on — the bytes you review are the bytes the client signs.

Presenter notes

This is the distinction that keeps the audit trail honest. A question is part of the template — the immutable paper the matter opened on, pinned by version at the moment you opened it. An answer is the client's response, which you can correct through the matter's life without disturbing the paper. So when you send an answer back and it is re-collected, three things hold at once: only the flagged answers change, the template version stays exactly what it was, and the journal records who corrected what, when, against which version. From the command line the same loop is:


navigator site notation request-changes <id> --question person__client --note "confirm the spelling"
navigator site notation update <id> --answer person__client="Libra Jones"
navigator site notation approve <id>

The matter you approve is the matter you reviewed — nothing re-rendered behind your back.

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