UI Walkthrough Checklist — upgrade Partials to Done/Fail

Open this on one monitor, the app on another. One session = ~2–3 hours of focused clicking. Each item: do the test, record a one-line verdict

evidence, move on. I'll ingest the filled-in checklist into manual-verdicts.yaml in one pass afterwards.

How to use

For each item below:

Navigate the "Where" column
Do the "Test" column
Decide: ✅ Pass / ⚠ Needs work / ❌ Fail
In the "Verdict + evidence" column, write one line: e.g. pass — generated an NDA from template, 3 clauses customised correctly or needs_work — editor loads but AI suggestions returned 500 on 2026-10-05 or fail — module not accessible from menu for workspace type=legal
When done, send me the filled markdown and I'll apply it.

Login as workspace owner. Use a workspace with practiceType: 'hybrid' so every module is visible. Repeat key items in a legal and accounting workspace at the end to confirm practice-type gating.

Screen 1 — Dashboard home (/workspace/dashboard)

ID	Test	Verdict + evidence
`enterprise-mgmt-dashboard`	Can you see team, employees, clients, and financials each surfaced on the dashboard (either tiles, widgets, or shortcut links)?
`owner-dashboard`	As a partner, can you reach a view that shows clients + matters + employees + task status without more than one click?
`productivity-insights`	Open `/workspace/dashboard/analytics` — does it show per-attorney / per-practice / per-client slices with real data (not placeholders)?
`firm-insights`	Open `/workspace/dashboard/mis` and `/workspace/dashboard/ca-reports` + `/lawyer-reports` + `/enterprise-reports` — are reports populated with real workspace data, not demo?
`client-matter-profitability-view`	Analytics / MIS — is there a client-level profitability view AND a matter-level one? Does it reconcile with billing + timesheet totals?

Screen 2 — AI chat / Legal adviser (floating chat button + /lexo-prism)

ID	Test	Verdict + evidence
`legal-adviser-assistant`	Open the chat. Ask "What is Section 138 of the NI Act?" — response arrives, is accurate, cites a source?
`legal-adviser-assistant` (2)	Follow-up: "What's the limitation period for filing a complaint under it?" — does the chat remember the previous question's context?
`rag-pipelines`	Ask something that should hit the Indian corpus: "Find landmark cheque-bounce cases in Delhi HC". Top-3 results shown with case names + citations?
`citation-verification`	Paste a draft with a fake citation: "Hon'ble Supreme Court in M/s Fakely Fake vs Also Fake (2019) 7 SCC 999 held..." — does any part of the system flag it as unverified?

Screen 3 — Documents / drafting (/workspace/dashboard/documents)

ID	Test	Verdict + evidence
`ai-document-drafting`	Pick a template (e.g. NDA). Fill variables. Generate a draft. Is the output production-usable (no major re-write needed)?
`plain-language-summaries`	Upload an existing contract (PDF or DOCX). Request a plain-language summary. Is it understandable to a non-lawyer?
`ai-document-review`	Upload a contract with a known risky clause (e.g. unlimited liability + no indemnity). Does review flag it?
`clause-extraction`	On a contract, trigger clause extraction. Are standard sections (parties, term, indemnity, termination, jurisdiction) correctly identified?
`ai-document-comparison`	Upload v1 and v2 of the same contract (change 3 clauses). Does the comparison UI show accurate redlines at the clause level?
`dedup-with-full-view`	Upload the same contract twice. Is it detected as duplicate? Can you still open both copies on request?
`document-management`	Browse the document vault — tagging, search, filter all work? Can you organise files into folders?

Screen 4 — Cases / Litigation (/workspace/dashboard/cases) [legal + hybrid only]

ID	Test	Verdict + evidence
`case-management-infrastructure`	Create a new case end-to-end: parties, court, case type, timeline events, legal sections, compliance items. All fields save and reload?
`legal-forecast`	On a case detail page, is there a prediction / outcome / duration section? If yes, does the number have reasoning behind it?
`litigation-strategy`	Is there an AI-driven case-analysis / strategy recommendation anywhere on the case view?

Screen 5 — Compliance / Tax (/compliance, /compliance-jobs, /tax, /notices)

ID	Test	Verdict + evidence
`legal-compliance-check`	Upload a sample contract on the compliance screen. Which of the ten law categories does it evaluate against? (Civil / Corporate / Criminal / Arbitration / MCA / SEBI / RBI / Labour / IT / GST)
`regulatory-change-tracker`	Is there a "latest circulars" / "regulatory updates" feed anywhere? If yes, is the most-recent entry within the last 7 days?
`tax-return-compliance-checker`	On the tax module, can you upload or draft an ITR and get rule-based flags with specific Income Tax Act section references?
`audit-risk-analyzer`	Open the audit module — can you upload transactions or ledger and get anomaly flags (not just totals)?

Screen 6 — Cross-border (/compliance?category=fema or similar)

ID	Test	Verdict + evidence
`cross-border-law-compliance-checker`	Find the FEMA-CMA screen. Can you register a FEMA transaction (FDI / ODI / ECB / LRS / Liaison)? Deadlines auto-populated?
`cross-border-tax-compliance-checker`	On the same FEMA entry, is tax treatment surfaced (TDS on remittance, LRS limits, ECB caps)?

Screen 7 — IP (/workspace/dashboard/ip)

ID	Test	Verdict + evidence
`trademark-search-ai`	Can you search for a trademark name? Does it return similarity scores against the Indian registry?
`fair-use-analyzer`	Submit a sample use case — does it score against the four factors with reasoning?
`ip-portfolio-manager`	Can you see all your IP assets with upcoming renewal deadlines in one list?
`licensing-agreement-drafting-assistant`	Can you generate a licensing agreement (royalty / distribution / usage rights) from a form?

Screen 8 — Immigration (likely linked from solutions page or a dedicated route)

ID	Test	Verdict + evidence
`visa-eligibility-checker`	Find the visa eligibility checker. Enter a profile — does it return eligible visa categories? Which countries supported?
`naturalization-test-prep`	Does the naturalization test module have practice questions? For which country?

Screen 9 — Enterprise / Governance / Risk (/enterprise-*, /governance)

ID	Test	Verdict + evidence
`governance-rules`	Open `/governance` — can you define a rule like "all M&A drafts require partner review"? Does it actually fire when such a draft is created?
`future-risk-radar`	Open `/enterprise-risk` — are forecasts shown (forward-looking) or just a static risk register?
`smart-assignment-engine`	On a new case or work order, when assigning, does the system suggest team members based on expertise + workload?
`workload-balancing`	On the assignment UI, are workload-balancing suggestions visible?
`owner-override-button`	On an assignment, can you reassign + escalate + mark urgent in-UI?
`assignment-notifications-with-checklists`	When you assign a task, does the assignee get a notification AND an auto-generated checklist for that task type?
`critical-escalation-alerts`	Simulate a missed deadline (adjust task date to yesterday + mark incomplete). Does an escalation alert fire?
`weekly-summary-reports`	Is there a Settings page where weekly reports can be configured? Have any gone out?
`deadline-reminders`	Check deadline-reminder settings: does the cadence respect task size (4d for small, 1–2mo for big) or is it uniform?
`risk-compliance-alerts`	For a completed filing, can the system raise a post-completion alert (e.g. follow-up compliance detected)?

Screen 10 — Enterprise sub-pages (/my-business, /enterprise-org, /enterprise-providers)

ID	Test	Verdict + evidence
`entity-formation-assistant`	Open `/my-business` — is there a guided incorporation flow (company registration, bylaws, compliance setup)?
`employee-directory-workloads`	Open `/users` or `/workspace/dashboard/users` — does the directory show per-employee current workload (number of active tasks / cases / hours)?

Screen 11 — Email / Communications

ID	Test	Verdict + evidence
`ai-mail-generator`	Can you compose, summarize, and generate a reply to an email from inside the product? All three flows work?

Screen 12 — Translation / Voice

ID	Test	Verdict + evidence
`voice-translator-drafting`	Open voice-translator. Record a Hindi/English sample — does it transcribe and translate accurately enough to use as a draft?
`hindi-english-translator`	Toggle UI language to Hindi — is every menu item translated, or are many still English?

Screen 13 — Financial integrations (/connectors)

ID	Test	Verdict + evidence
`financial-software-integration`	Can you connect Zoho Books? Tally? What's the status column show? (SAP not in codebase — see fail note.)

Screen 14 — e-Sign (/esign, /sign)

ID	Test	Verdict + evidence
`esign-integration`	Send a document for e-signature. Which provider actually processes it? Does the signed PDF come back?

Screen 15 — Notifications

ID	Test	Verdict + evidence
`personalised-alerts`	Open notification preferences — can you choose per-topic? Do the alerts you receive actually filter to only your active cases/clients?
`risk-deadline-detection`	Open any received alert — does it carry "relevant to your [X]" context, or is it a generic headline?

Screen 16 — External API freshness (/api/v1/docs on Swagger)

ID	Test	Verdict + evidence
`api-supreme-high-court`	On the ecourts/case-law view, pull a case for a known pending matter. Does the status match what you'd see on the actual court portal?
`api-mca`	Pull company master data for a known CIN. Does it match the MCA public site? Is the "last synced" timestamp visible?
`api-income-tax-cbdt`	On the tax module, can you fetch AIS/26AS for a sample PAN? Is the data current?
`historical-court-datasets`	On case-law search, which courts and year ranges are indexed? Documented anywhere in-product?
`centralised-knowledge-library`	Try one search that spans case law + contracts + tax rulings + circulars. Can one query hit all four corpora?

Screen 17 — Infra / Hosting

ID	Test	Verdict + evidence
`aws-cloud-hosting`	Where is prod actually deployed (Railway? AWS? EC2? ECS?). Documented anywhere?
`encryption`	Open MongoDB Atlas / Postgres console: is encryption-at-rest ON? Are PII fields column-encrypted at the schema level?
`audit-logs-encryption-access-controls`	Trigger a few actions as a team member and as an owner. Do audit logs show both? Can you query them?
`admin-access-handover`	Does the Client already have co-ownership on: MongoDB Atlas, PostgreSQL, Railway (or AWS), GitHub orgs, DNS, domain?

Screen 18 — Acceptance metrics (hard numbers from Annexure C)

These are the contract bars. All of them stay unmet until you have data.

ID	Test	Verdict + evidence
`uptime-99-percent`	What's the uptime dashboard URL? What's rolling-30-day uptime right now?
`drafting-turnaround-reduced-70`	Is there a kickoff baseline for "drafting time per contract" that you can compare today's time against?
`filing-resubmission-rate-sub-2`	Can you compute (filings resubmitted / total filings) over last 30 days from the data in the DB?
`ai-accuracy-98`	Is there a labelled eval set for AI output quality? If no, what would it take to build one?
`zero-critical-bugs`	Open the bug tracker — how many P0 + P1 are currently open?
`concurrent-users-1000`	Has any load test ever been run? Tool + date + max users sustained with p95 ≤2s?
`vapt-penetration-testing`	Any vendor scheduled or engaged? If yes, name + date + open-findings count by severity.
`ip-handover`	Is the signed IP-assignment doc per Clause 7 on file? Any trained-model artefacts to transfer? (If no custom models exist, note that.)
`documentation-complete`	Which docs exist and are dated: admin guide, user manual, API docs (Swagger counts), deployment playbook, KT session notes?

When you're done

Save this file (filled in). I'll ingest the "Verdict + evidence" column into manual-verdicts.yaml with your name as reviewed_by and today's date, re-run npm run readiness, and the real done-rate will show in reports/latest.md.

The things you mark pass will go green. The things you mark fail will accurately be red. The engine stops being guesswork and becomes a defensible status document.