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Work the litigation matter

Chapter 3 of 5 · Section 9 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

Inspect the client portal

Sign in as client@neonlaw.com, open /app/projects, and select Cruller v. Prine. All three seeded matters are in that list, because the fixture client participates in each one. The detail page keeps the human-readable code in the address bar:


/app/projects/sample-litigation

Select the portal link to open the sample application's bundled client experience. The application is built from the public sample repository and mounted under the Project's code, which gives the sample a complete path from repository to matter-specific browser surface.

Presenter notes

Ask the room to identify what the client can see from this page and what the firm-side matter view adds for the team.

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