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Prepare the Room Before Class

Chapter 7 of 8 · Section 29 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

Seat every attendee before the first login

Everything above is what an attendee does in class. This section is for the person running it — the environment operator who seats everyone before anyone signs in. The attendee arc is arrive as a client → get promoted → work an existing matter → then open your own, and it only holds if the room is prepared first. Five steps, once per class:

  1. Start a development environment. Deploy the Neon Law Navigator stands up a disposable dev instance — local KIND for a dry run, or a cloud staging lane for the room itself. It is throwaway by design, so deleting and recreating it between classes is cheap.
  2. Confirm the stock dry run before seating a cohort. A dev environment applies the disposable development portfolio automatically on boot — there is no seed command to run. Sign in as lawyer@neonlaw.com / password, then open /app/projects and confirm Henderson Bungalow Purchase. Sign in separately as client@neonlaw.com / password and confirm the same matter in /app/projects through the client lens. The client account's detail files are empty until an exercise creates them. If both lists behave that way, the local room is stocked.
  3. Seat each attendee — a Rauthy identity and a Navigator person on the same email. The two stock accounts are for a local dry run only. A class cohort still needs its own identities and matching People: sign-in is operator-mediated: an authenticated email with no pre-seeded person is refused, so pre-provisioning is the only door in. For each attendee, create a Rauthy user and a Navigator person (/admin/people/new) that share the same email address — email is the join key. Seed them as client; the promotion comes next. Attendee emails are real contact data, so they live in the running environment only and never in the repository.
  4. Promote and disclose membership through the people surfaces. Promote each attendee to lawyer from the people console, then add them to the Henderson matter through the project's people surface. The participation ledger is the access grant: record a firm-side participation for every lawyer or Clerk before they open the matter; the accountable lawyer is the one whose participation row carries the is_lawyer_dri marker, so naming the lawyer DRI and recording their participation are one act. Do not treat role promotion or a disclosure/conflict record as a substitute for Project participation. Assignment is deliberate: a lawyer user with no project participation sees an empty workbench — only an admin sees every matter unassigned. Assigning the attendee to the seeded matter is what turns "work an existing matter" from a slogan into a populated screen.
  5. Verify before the doors open. Have each lawyer attendee sign in once and confirm the lawyer workbench lists the Henderson matter. Verify the Virgo client lens separately: it lists the matter, while empty client-file sections are expected until an exercise creates approved client-facing artifacts. A green login and the scoped lawyer workbench are the signal that the room is ready.

Presenter notes

The load-bearing step is the membership disclosure in step four. Promotion to lawyer alone leaves an empty workbench, and a lawyer-DRI marker alone is not access, because the lawyer lens is scoped to the participation ledger — only an admin sees every matter unassigned. It is the seeded Henderson matter plus the attendee's firm-side participation on it that turns "work an existing matter" into a populated screen. The rest is data-minimization: attendee emails are real contact data, so they live in the running dev environment only and never in the repository, which is scanned for exactly that. A dev environment's identity store is disposable, so the roster is re-entered by hand each time you recreate the environment — cheap for a class, and what keeps attendee contact data out of the tree entirely.

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