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Develop locally

Chapter 2 of 5 · Section 4 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

Sign in

The local Rauthy fixture supplies five role-named accounts, all using the password password:

AccountRoleMatter access
owner@neonlaw.comownerfirm-side matter view
admin@neonlaw.comadminadministration surface; participation can be granted there
lawyer@neonlaw.comlawyerfirm-side matter view
clerk@neonlaw.comclerksupervised matter view
client@neonlaw.comclientclient matter view and portal

Open $NAV_BASE_URL/auth/login. Firm accounts land on /app/team; the client account lands on /app/projects. The project list and detail page use sample-litigation in the URL. The client portal is available at:


$NAV_BASE_URL/app/projects/sample-litigation/portal/

The portal is participation-scoped. The client, lawyer, clerk, and owner rows are part of the fixture, and the admin account is the local administrator used to exercise the participation controls at /app/admin.

Presenter notes

Have each attendee sign in with the role relevant to their work. Keep the browser on the litigation detail page.

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