The four nouns in one workflow
- Project — Cruller v. Prine, the matter that owns the work.
- Template — a versioned Markdown blueprint such as
onboarding__letter. - Notation — one client and one Template bound inside the Project.
- Workflow — the states and transitions that move a Notation from intake through review and signature.
The shared retainer template is available in the canonical catalog. A lawyer can bind it through the Navigator MCP catalog:
create_notation(template_code="onboarding__letter", project_id=<sample-litigation project id>)
The notation begins in its seeded workflow state. The lawyer reviews the generated work, advances the workflow through the configured transitions, and the resulting documents remain tied to that Project and its audit trail.