# CaseVant — Make your case. From file to decision

Runtime: 10:00 · English narration

Narrated illustrated walkthrough: one actual opening application screenshot, explicit workflow illustrations and labeled account instructions; not a continuous screen recording.

Authenticated save, AI and organization-case segments are instructions, not recorded completion.

## 00:00 — A case from file to decision

Mode: Actual opening application screenshot

Welcome to CaseVant. Make your case. Evidence, options and outcomes, connected. In ten minutes, follow a case from import to review and reporting, then start your own. This course uses the current CaseVant workspace, with a real opening screen and labeled workflow illustrations. Account instructions explain actions rather than claim recorded success. Practise with fictional or de-identified material.

## 00:30 — Demo, Templates and your own work

Mode: Illustrated workflow — not an application screenshot

Choose Demo to learn from fictional examples. Open Canopy overview for a guided starting point, or browse the available examples and simulations. Choose Templates for a fresh draft with a case type and intake questions. Supply your own facts and evidence. Personal cases and Team records have different destinations; opening an example or template does not create a saved record.

## 01:00 — Choose the complete Markdown file

Mode: Illustrated workflow — not an application screenshot

Our example is Five Flats, Three Borders, sometimes called Five Flats, Three Countries. Use the complete final Markdown file, including its embedded case data. From the entry screen, choose Import case or prompt. Inside the editor, the equivalent route is More actions, then Import case prompt, dot m d. Importing text is not yet applying its graph.

## 01:30 — Verify the exact case

Mode: Illustrated workflow — not an application screenshot

Choose Verify canonical case. This path checks the embedded structure and fingerprint locally, without asking AI to reinterpret the file. Review the verified title, version, twenty-three nodes and thirty-six relations. A matching fingerprint confirms which case data you have. It does not independently verify the evidence, legal conclusions, tax rates or any claimed review date.

## 02:00 — Navigate the current CaseVant workspace

Mode: Illustrated workflow — not an application screenshot

Choose Apply exact case when the verified preview matches your file. For a professional case, use Overview, Sources and evidence, Decision, Review, and Reports. Brief and structure contains Edit the brief and Review proposed changes. Training simulations retain their guided steps and play controls. These sections organize work; they do not confirm a save or independent approval.

## 02:30 — Read the mandate before editing

Mode: Illustrated workflow — not an application screenshot

Read the title, jurisdiction, professional role and Case context. This fictional matter concerns a PRC-resident client, five English flats and a proposed Liechtenstein structure. The client's preferred structure is a request to investigate, not the answer. Keep alternative routes, unresolved questions and stop conditions visible. Preserve the original file before changing its reviewed working copy.

## 03:00 — Trace evidence to the decision

Mode: Illustrated workflow — not an application screenshot

Inspect the evidence and the decision it supports. For example, the KYC questionnaire connects to the ownership and funds investigation. A named evidence node is not proof that its underlying document has been accepted. Record what the source establishes, what remains uncertain, and which decision depends on it. Use case actions to return directly to missing information.

## 03:30 — Verify the current case inputs

Mode: Illustrated workflow — not an application screenshot

Use the economics in the case you actually opened. Check purchase price, debt, interest, repayment basis and term. Then verify annual rent, operating expenses and structure costs against their sources. An older example may use different figures. When assumptions change, recalculate and inspect the result before relying on it. Keep the calculation basis and unresolved inputs visible.

## 04:00 — Interpret outcomes without inventing certainty

Mode: Illustrated workflow — not an application screenshot

The requested ten-percent return needs a named measure. Gross yield, cash-on-cash return and equity I R R answer different questions. Compare the displayed calculations with their assumptions and source evidence. This file contains provisional acquisition costs and unverified tax-rate sources. We are demonstrating the review workflow, not confirming a tax advantage or promising that the target is achieved.

## 04:30 — Follow a route and its alternatives

Mode: Illustrated workflow — not an application screenshot

Open Decision to inspect the decision map. Select a node, read its detail and follow its connections to the next question or outcome. In Five Flats, defining the return metric and checking lawful funding are meaningful gates. Follow a stop or renegotiation route as well as a proceeding route. Explain which evidence could change the decision.

## 05:00 — Resolve checks before sharing

Mode: Illustrated workflow — not an application screenshot

Open Review and read the checks for your case. Return to missing fields, evidence or connections and correct the draft. Training simulations also offer Test and Play controls when their routes are ready. A professional decision package does not need an artificial game route. Structural completeness is one check; evidence quality and professional judgment still require review.

## 05:30 — Preview an analytical draft

Mode: Illustrated workflow — not an application screenshot

Open Reports or choose Create analytical report. The report dialog offers Preview PDF and Download PDF, with further settings and approval options. Begin with an internal draft. Inspect its identity, assumptions, evidence and decision map. Open the downloaded file to confirm delivery. A draft export does not create independent approval or a governed Team report.

## 06:00 — Keep a portable case and check the PDF

Mode: Illustrated workflow — not an application screenshot

After choosing Download PDF, check your browser's downloads and open the file yourself. The message PDF download started confirms initiation, not delivery. To preserve an editable canonical handoff, use More actions, then Export Final case prompt, dot m d. Read its status controls carefully. A filename containing Final does not supply missing evidence or create independent reviewer approval.

## 06:30 — Save and reopen: account instructions

Mode: Account workflow instructions — completion not recorded

To save a personal case, choose Save to workspace. Sign in and complete your profile if prompted. Wait for Saved to workspace, then open My cases, Personal, with the same account. Check the restored content in a separate tab before closing the original. Team records are separate. These are account instructions; this course does not claim a recorded successful save.

## 07:00 — Start a clean working draft

Mode: Illustrated workflow — not an application screenshot

Now create your own fictional case. Preserve the current work first, return to Case Studio and choose Create a case. Read any replacement or unsaved-work prompt before proceeding. The new draft starts a separate authoring task. Alternatively, choose a suitable starter in Templates; review its case type and intake questions instead of treating the starter as a finished example.

## 07:30 — Write a useful brief

Mode: Illustrated workflow — not an application screenshot

Open Brief and structure, then Edit the brief. Describe the people involved, decision, jurisdiction, known facts, evidence and deadline. For practice, ask whether a fictional business should approve a supplier change before launch. Mark prices and delivery claims as unverified until supported. State the alternatives and the conditions that would make you pause instead of proceeding.

## 08:00 — Optional AI: review before applying

Mode: Account workflow instructions — completion not recorded

This optional AI path is an instruction, not a recorded authenticated request. Where enabled, Understand with AI requires sign-in and a confirmed profile. It proposes changes for review before you apply them. Check the current data-handling notice before sending material. If unavailable, continue with manual editing or the explicitly labeled local fallback; do not mistake fallback output for AI analysis.

## 08:30 — Complete, connect and review

Mode: Illustrated workflow — not an application screenshot

Complete Sources and evidence, then inspect Decision. Give nodes concrete titles and connect choices to reasoned outcomes. Use Review to identify structural gaps, then Reports to inspect the output. Save to workspace separately and verify the saved copy under Personal. Do not replace missing evidence with confident wording. A useful decision package explains both the recommendation and its unresolved conditions.

## 09:00 — Create an organization case

Mode: Account workflow instructions — completion not recorded

For shared work, open My cases, Team, and select the intended organization. Use New case and complete the requested matter details. Verify the returned record and organization before adding documents or reviews. A personal Studio save does not create this Team record. These are account instructions, not a recorded creation. Your permissions determine the actions available.

## 09:30 — Repeat the workflow with your own example

Mode: Illustrated workflow — not an application screenshot

Practise importing and verifying a complete case file, tracing one evidence-dependent decision, inspecting a report and starting a fictional case. Confirm any save under My cases, Personal. If moving from the earlier domain, use the same account and preserve device-only drafts before closing that tab. Return to Help and training for current guides. Make your case with evidence you can explain.
