Sample mattersEvery client, case, and document on this deployment is invented for demonstration. This is purposefully a demo environment.

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. A pitch with no prior notation may start with its offboarding letter so the lawyer can close it; other first notations must open the matter.

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: