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Why do this

Chapter 1 of 5 · Section 2 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

The running matter

The local development fixture seeds three open Projects. This is the one the workshop works:

  • Name — Cruller v. Prine
  • Code — sample-litigation
  • Matter — trespass to land, and rescission of the doughnut instrument
  • Repository — neon-law-staging/sample-litigation
  • Portal — /app/projects/sample-litigation/portal/

The other two seeded matters are sample-transactional (a company on a monthly retainer) and sample-estate (an estate plan). Each carries its own repository and its own portal bundle, mounted the same way.

The Project code is the public URL key. Codes use lowercase letters and numbers separated by single hyphens, so a project page is always readable as /app/projects/<code>.

Presenter notes

Point out the code in the portal URL. It is the stable, human-readable project identity used throughout the exercise.

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