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Work the litigation matter

Chapter 3 of 5 · Section 6 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

One onboarding, one offboarding

Every Project has one onboarding notation and one offboarding notation. Those two kinds are unique on the matter: a second retainer is not a second engagement, and a demand letter is not a closing letter.

Onboarding is the letter that opens the matter. Offboarding is the firm-signed closing letter that ends the representation. Those two shared catalog codes are onboarding__letter and offboarding__letter. Opening the Project does not create either notation; a lawyer binds them like any other template. The self-serve doors refuse any other kind as the matter's first notation.

The CLI seeds both letters. This workshop still binds the retainer through Navigator MCP as one onboarding walk. Close the matter with the offboarding letter. Do not bind two onboardings on one Project:


navigator site notation create onboarding__letter \
  --project sample-litigation \
  --client-email client@neonlaw.com
navigator site notation create offboarding__letter \
  --project sample-litigation \
  --client-email client@neonlaw.com

Presenter notes

Name the pair on Cruller v. Prine. The onboarding letter is onboarding__letter. The closing letter is offboarding__letter. The Projects-list badge reads presence — onboarding on file — not execution. A bespoke letter still counts if it declares kind: onboarding or kind: offboarding.

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