Sample mattersEvery client, case, and document on this deployment is invented for
demonstration. This is purposefully a demo environment.
Learning objectives
- Remember — identify Project, Template, Notation, Workflow, and the unique onboarding / offboarding pair.
- Understand — connect each noun to the database row that makes the workflow durable and inspectable.
- Apply — open the litigation matter, bind the shared retainer template, and view the client portal application.
- Analyze — inspect the notation state and the matter's participation-scoped views.
- Evaluate — review the client-facing portal and identify one useful improvement.
- Create — make a small, testable change in the sample project and refresh the local portal.