docs(M3): commit the Practice Management spec and state per-viewer workspace semantics

↗ view on GitHub · sloth-ninja · 2026-08-08 · 005ea7e5

Two things here, and the first was not in the brief.

The spec was NEVER COMMITTED. CLAUDE.md, BUILD_LOG and three source files all
cite docs/PRACTICE_MANAGEMENT_SPEC.md, and every sibling spec (FIRM_LIBRARY,
TABULAR_TEMPLATES, DELETION_GOVERNANCE) is tracked - this one existed only as an
untracked file in the owner's checkout, so the whole train's design document was
one `git clean` from gone and invisible to reviewers. Committed as-is apart from
the sentence below.

(M3) Surfaces section 4 now states the per-viewer semantics explicitly: the
workspace a solicitor sees against a Clio matter is one they can access, so a
colleague's appears only when firm-visible. Two people on one matter seeing
different workspaces (or one and none) is correct, not a sync bug - worth
writing down before someone "fixes" it.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Repository Sloth-ninja/JessicaOSS
Author sloth-ninja <ezanahaddis@gmail.com>
Authored
Parents 57d58714
Stats 1 file changed , +114
Part of Practice Management: Clio-backed Matters and workspace links

Capture this commit into my fork

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