Trackmint Self-Training Workbook — 30 Hands-On Exercises

Date: July 18, 2026 · Written for the current v2 prototype and mobile app.

How to use this workbook: open the prototype (“caseboard-prototype” in your Cowork sidebar — best on desktop) or the mobile app (cd ~/apex/projects/caseboard-app && npx expo start, scan with Expo Go). Each exercise says where it works best. Do them in order — later exercises build on data you create in earlier ones. Data resets when you reload the prototype; the app keeps data on the device.

Controls you’ll use constantly: the Pack switch (Software Dev / Law Firm) and Tier switch (Basic / Mid / Advanced) — top-right in the prototype, Setup tab in the app.

Part A — As a Software Developer (Pack: Software Dev)

A1 — Feel the tiers. Set tier to Basic. Try to open Time & Billing, Invoices, and Documents (AI). You should see: lock screens explaining each is a Mid or Advanced feature, with a “Simulate upgrade” button. Switch to Mid, watch Billing and Invoices unlock. This is the product’s packaging in action. Features: tier gating, plans.

A2 — Read the Dashboard like an owner. On Mid tier, open Dashboard. Find the four tiles (unbilled time, issues in progress, outstanding invoices, budget alerts), the MoneyFinder gold card, and My Tasks — Barry. You should see: MoneyFinder reports ~$1,258 unbilled across 3 items and names the biggest one. That’s money sitting on the board. Features: stat tiles, MoneyFinder, My Tasks.

A3 — Work the board. Open the Sprint Board. Drag “Migrate auth to OAuth2” from Backlog to In Progress (prototype) or open it and use “Move to ▸” (app). You should see: the column counters update instantly. Features: Kanban, drag/move.

A4 — Switch to List view. On the Board, flip the [Board | List] toggle. You should see: the same issues as a flat table grouped by column — useful when you have 50+ items. Click a row: same detail view opens. Features: multiple views on the same data.

A5 — Run a real timer. Open “Payment webhook retries failing” → ▶ Start timer. Leave it running, go to Dashboard, come back (the header shows the ticking timer everywhere). After a minute, stop it. You should see: logged hours increase (minimum 0.1h in the demo) and the card’s hours chip update. The timer follows you across screens — that’s the “capture every minute” promise. Features: cross-screen timer, time logging.

A6 — Log time manually and watch the money. In the same issue, add 1.5 manual hours. Look at the Billing box in the item. You should see: the dollar value jump by 1.5 × Barry’s $120/h = $180. Time is money, literally, on the same screen. Features: manual entry, rate cards.

A7 — Catch a budget before it burns. Open Time & Billing. Look at Acme Corp’s budget bar. Now go back to an Acme issue and log 10 more hours. You should see: the bar cross 80% and turn amber (red past 100%), and the Dashboard’s “Budget alerts” tile flip from green ✓ to ⚠. This is the conversation-with-your-client trigger. Features: budgets, alerts.

A8 — Turn receipts into billable expenses (AI). Switch tier to Advanced. Open Documents (AI) → click the upload box (sample receipts load) → watch the extraction → review the table — note the 72% confidence row flagged for review → Confirm → Add to client billing. You should see: three expenses (AWS, GitHub, flight) created and routed to Acme/TechFlow unbilled work. Features: AI extraction, confidence scores, expense capture.

A9 — Invoice one client, with a payment plan. Open Invoices. Click Acme Corp — $…. Review the draft: your logged hours AND the scanned expenses are line items. Tick “3 monthly installments”, then Send. You should see: the invoice in history with a Plan · 3x chip, and Acme’s unbilled amount reset to zero (no double-billing). Features: one-tap invoice, line items from real work, payment plans.

A10 — Month-end in one click, then get paid. Log a little time on a TechFlow issue, then on Invoices press “Create & send all.” Then mark one invoice Paid. You should see: one invoice per client created in a single action; the Dashboard’s “Outstanding invoices” tile rise, then fall when you mark paid. That’s month-end billing without a spreadsheet. Features: batch invoicing, invoice lifecycle.

Part B — As a Lawyer (Pack: Law Firm)

Switch Pack → Law Firm. Notice everything renames: Sprint Board → Matter Board, Issues → Matter Tasks, columns become Intake → In Progress → Attorney Review → Filed/Done. Same engine, your language.

B1 — Tour your practice. On Dashboard (Mid tier), read the tiles and MoneyFinder for the law-firm data set. You should see: unbilled hours across four clients (Nguyen, Rivera, Chen, Okafor) — each is a matter with its own flat-fee budget. Features: pack switching, per-pack data.

B2 — Move a matter through the pipeline. On the Matter Board, move “Chen — creditor matrix” from Intake to In Progress. You should see: the Intake column empty by one — your at-a-glance answer to “what’s stuck in intake?” Features: matter pipeline (what Clio charges $109/user for, at every tier here).

B3 — Bill at two rates. Open “Nguyen — Ch. 7 petition prep” (Barry, $120/h in demo; think attorney rate) and log 1 hour. Open “Okafor — schedule I/J drafting” (Dana, $95/h; think paralegal) and log 1 hour. You should see: different dollar values from the same hour — per-member rate cards at work. Features: rates by person.

B4 — Protect a flat fee. Open Time & Billing and find Nguyen’s $1,500 budget bar. Log hours on Nguyen tasks until it passes 80%. You should see: the amber warning — on a flat-fee Chapter 7, hours past the fee are your loss. This answers the real PracticePanther complaint: “no way to check whether you are about to exceed the budget.” Features: flat-fee budget protection.

B5 — Ask the client for documents. On Advanced tier, open Documents (AI) → click “Request documents from client.” You should see: confirmation that the client receives a checklist with automatic reminders — the chase-the-client work, automated (Glade’s best idea). Features: doc requests.

B6 — Scan client docs and judge the AI. Click the upload box (sample W-2, pay stubs, bank statement load) → review the extraction table. Find the row with 64% confidence (rideshare income from bank deposits). You should see: every value carries a confidence score and a source (“← pay stubs, 6-mo avg”). Low confidence = flagged red = your review required. Nothing goes on a form without you. Features: AI extraction, confidence + source tracing.

B7 — Fill an official form. Click “Confirm & fill Form B106I.” You should see: Schedule I (Your Income) filled with the extracted values, each annotated with where it came from, and buttons to attach it to the Nguyen matter or export PDF. This is the signature move — source docs in, official form out, attorney in control. Features: AI doc-to-form.

B8 — Bill a consumer client humanely. On Invoices, draft Nguyen’s invoice and enable “3 monthly installments.” Send. You should see: the Plan · 3x chip — consumer bankruptcy clients rarely pay lump sums; installment invoicing is how these firms actually collect. Features: payment plans.

B9 — Month-end for the whole firm. Log small amounts on two more matters, then “Create & send all.” Mark one paid. You should see: per-client invoices from every unbilled matter in one click. Features: batch invoicing.

B10 — Check what the firm is worth this month. Return to Dashboard: read “Logged value by client” bars and the outstanding-invoices tile. You should see: which matters generated value and what’s still uncollected — the two numbers a solo attorney checks before anything else. Features: reporting basics.

Part C — As a General Contractor (simulated)

The dedicated GC pack (Job Board, pay applications, lien waivers, WH-347 — see doc 11) is on the roadmap. Until it exists, run your construction business in the Software Dev pack and treat: issues = jobs/phases, clients = property owners, estimates = bid hours, expenses = materials. These exercises prove the core engine already fits.

C1 — Set up a job. (App: use + New on the Board; prototype: use an existing card and rename mentally.) Create “Johnson kitchen — demolition” (type: Task, client: Acme Corp (pretend: Johnson residence), estimate: 16h). You should see: the job phase as a card in Backlog (pretend: Estimate). Features: job creation.

C2 — Schedule the week. Create two more phases (“rough-in plumbing,” “cabinet install”) and assign each to a different member (your crew). Move demolition to In Progress (crew on site). You should see: the board as this week’s crew schedule. Features: assignment, scheduling.

C3 — Crew hours from the field. On the phone app, open demolition and run the timer (your lead does this on site); stop it at day’s end, or log 8h manually. You should see: labor hours accumulate on the job at the member’s rate — this is job labor costing happening automatically. Features: mobile time capture.

C4 — Materials into job cost (AI). On Advanced, run the receipt scan flow and note how the AI matches the receipt to a client/job at 72% confidence — for you, that’s the Home Depot run matched to the Johnson job. You should see: material expenses attached to the job’s billing. Features: receipt → job cost.

C5 — Watch job profitability. In Time & Billing, treat the client budget as your job budget. Log hours until the bar goes amber. You should see: labor + materials climbing against the contract price — the go/no-go moment for a change order. Features: job costing vs budget.

C6 — Simulate a change order. The client approved extra work: add a new item “Johnson kitchen — island addition (CO#1)” with its own estimate. You should see: the change order tracked as its own card with its own hours — separate from the base contract scope. Features: scope separation (full change-order flow is GC-06 on the roadmap).

C7 — Progress payment. At the end of the “phase,” invoice the client for work to date; enable installments if the owner pays monthly. You should see: a progress invoice built from actual logged labor + materials — the ancestor of the AIA-style pay application (GC-07 roadmap). Features: progress invoicing.

C8 — Two jobs, one view. Use the List view toggle with items for both clients (two job sites). You should see: every phase of every job in one table — the whiteboard in your office, minus the whiteboard. Features: multi-job overview.

C9 — Who’s overloaded? Check My Tasks and the board’s assignee avatars: one member on 3 phases, another on 1. You should see: today’s imbalance (the dedicated workload view is a v2 feature — this is the manual version). Features: assignment awareness.

C10 — Payday. Mark the Johnson progress invoice Paid, then re-read MoneyFinder. You should see: outstanding drop, and MoneyFinder pointing at the next unbilled work. In the future GC pack, marking a progress payment received is the trigger for generating the lien waiver (GC-09) — remember this moment when you test that pack. Features: payment lifecycle.

Completion checklist

You’ve exercised every current feature when you can tick all of these:

☐ Switched packs and tiers, and hit all three lock screens ☐ Ran a timer that survived screen changes; logged manual hours ☐ Pushed a budget bar past 80% ☐ Created an item; moved items in both Board and List views ☐ Ran the AI scan in BOTH packs (receipts → expenses; client docs → Form 106I) ☐ Sent a doc request; caught the low-confidence field ☐ Sent a single invoice, a payment-plan invoice, and a batch ☐ Marked an invoice paid and watched MoneyFinder/tiles react ☐ Read the “Our promises” card and can name three of the eight promises

When all boxes are ticked, you know the product better than any demo could teach you — and you’ll feel exactly where the real v1 needs to be better than the prototype.