Pilot setup

1. Tenant ID selectedauto · done

   Public demo tenant: demo-legalcore
2. Matter createdauto · pending

   No matters returned by /api/clide/matters
3. API key / service account configuredmanual

   CLIDE_API_KEY is injected server-side at deploy time. Browser never sees it. Rotate via K8s Secret.
4. First documents uploadedauto · pending

   Use the Upload tab or /matters/[id] Batch Upload
5. At least one query validatedauto · pending

   Run any query on a matter with ready docs and confirm citations appear
6. Citation review completedmanual

   Local-only review marks (no server-side persistence yet). Use /matters/[id]/review.
7. Pilot success criteria agreedmanual

   Agree latency / citation-precision / question-success targets with the customer before the pilot starts.
8. Identity source selectedmanual · done

   API key (configurable below)
9. MFA policy selectedmanual

   Off (configurable below). MFA is technically validated but not required for pilot.
10. Webhook subscriber needed?manual · done

    no (subscriber wiring is eval-validated; no production subscriber today)
11. Conflicts endpoint consumer needed?manual · done

    no (/v1/conflicts exists but is not UI-promoted in this tranche)

Manual selections persist in this browser only (no server-side state).