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 AIDA 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