diff --git a/TRAINING_GUIDE.md b/TRAINING_GUIDE.md
new file mode 100644
index 0000000..ad626bc
--- /dev/null
+++ b/TRAINING_GUIDE.md
@@ -0,0 +1,352 @@
+# Training Guide — Active Blue Family Law (v2)
+
+How to use the platform day to day. Written for two audiences:
+
+- **Staff / paralegal** — captures facts, assembles the file, prepares drafts.
+- **Attorney** — reviews, decides, approves, signs. Only the attorney can clear
+  conflicts, approve documents, file/send, and attest citations.
+
+> **The one rule that governs everything:** the software **builds, verifies,
+> organizes, and flags.** A **licensed attorney judges, decides, and signs.** Nothing
+> reaches a client, a clerk, or a court without the attorney's approval. The software
+> never gives legal advice and never predicts who will win.
+
+App location: the **Family Law (v2)** menu in Odoo.
+
+---
+
+## 1. Roles & access
+
+| You are… | You can… | You cannot… |
+|---|---|---|
+| **Staff (Family Law / Staff)** | Run intake, add parties/children/issues, run conflict screening, draft documents, prepare deadlines/disclosure/discovery, request filing | Clear conflicts, approve documents, file/send, attest citations, close/reopen matters, see matters you aren't assigned to |
+| **Attorney (Family Law / Attorney)** | Everything staff can do **plus** all the gated actions and all matters | — |
+
+**Matter-scoped access:** staff see only matters where they are the assigned
+attorney/paralegal (or that they created). Attorneys see all matters. This protects
+client confidentiality — don't try to work a matter you weren't assigned; ask the
+attorney to assign you.
+
+**Golden rule for staff:** you capture and assemble, but you **never communicate a
+legal position or opinion to a client.** Every legal question goes to the attorney.
+
+---
+
+## 2. The two gates (what they mean for you)
+
+1. **Review gate (Gate 1).** Anything the AI produces, and anything headed to a
+   client/court, is born as a **Draft**. It cannot be filed or sent until an
+   **attorney approves it**. You'll see draft documents marked *Draft* → *In Attorney
+   Review* → *Approved*.
+2. **Citation gate (Gate 2).** Every case-law citation starts **Unverified**. It must
+   be **verified against a real reporter** (or attorney-attested) before the document
+   that uses it can be filed. If a citation can't be verified, it stays blocked — the
+   software fails *closed* on purpose, so a made-up citation can never reach a filing.
+
+You don't have to enforce these — the software does. If a button is missing or a
+warning banner appears, it's a gate doing its job.
+
+---
+
+## 3. Menu map
+
+**Family Law (v2) →**
+- **New Intake** — start a new matter from the guided questionnaire
+- **Cases** — all matters (your assigned ones)
+- **Documents** — work product, with the review gate
+- **Deadlines** — procedural clocks + calendar
+- **Financial Affidavits** — 12.902(b)/(c)
+- **Emergency Motions** — 12.941 pick-up / removal
+- **Support Modifications** — child-support modification workflow
+- **Discovery** — requests + subpoenas
+- **Citations** — case-law citations + verification status
+- **AI Tasks** *(attorney)* — the AI audit/cost ledger
+- **Communications** — client updates (never auto-sent)
+- **Archive** — stored files + retention
+- **Configuration** *(attorney)* — Retention Classes
+
+---
+
+## 4. Open a new matter (Intake)
+
+**Family Law (v2) → New Intake.** The questionnaire runs **triage first**, then
+branches.
+
+### Step 1 — Triage
+Fill in caller name/phone/email, county/court, case type, opposing party name, whether
+there are minor children, and whether there's an existing order. Then answer the
+**Urgency Screen**:
+- Child being withheld / refused access?
+- Threat of removal from Florida?
+- Domestic violence / immediate safety concern?
+
+- **If none are checked → Standard path** (strict): you must provide matter name,
+  client, case type, and county before the matter can be created. The friction is
+  intentional — it keeps the file clean.
+- **If any are checked → Emergency fast-path:** the matter is opened immediately on
+  minimum facts (who, which child, what's happening). Complete the rest right after.
+
+### Step 2 — Case details (standard path)
+Matter name, client contact, attorney/paralegal, and the **Caller's Question for the
+Attorney**. Type the caller's question in their own words — the software logs it for
+the attorney and **does not answer it** ("Do I have a good case?" is the attorney's
+call, never the software's).
+
+### Step 3 — Modification details (only for modification case types)
+Capture the prior order summary and what changed (income, etc.). Facts only.
+
+### Step 4 — Complete
+The draft case is created in **Intake** state with an initial proceeding, and
+**conflict screening runs automatically**. Review the result, then click **Open
+Matter**.
+
+---
+
+## 5. Work the case
+
+Open a matter from **Cases**. The form has a status bar (Intake → Engaged →
+Disclosure → Discovery → Mediation → Hearing → Closed) and notebook tabs.
+
+### Fill in the file (tabs)
+- **Parties** — client, opposing party, opposing counsel, others. Opposing-party names
+  feed conflict screening.
+- **Children** — name + date of birth (the system rejects future or implausible
+  dates).
+- **Issues** — time-sharing, support, equitable distribution, alimony, etc.
+- **Proceedings** — the units of legal action. The original action is created
+  automatically; modifications/enforcements get their **own** proceeding (so their
+  deadlines and documents never get mixed up).
+- **Obligations** — for Miami-Dade matters these seed automatically (Status Quo Order,
+  Parenting Course, Mediation).
+
+### Conflict screening & clearance
+1. Add the opposing party, then click **Run Conflict Screening** (anyone can run it).
+2. If the opposing party matches a past/current client or another matter, you'll see a
+   **Conflict Hits** tab and a warning banner. The software **flags** — it never
+   auto-clears.
+3. **Attorney only:** review the hits, then click **Clear Conflict Check**. The matter
+   cannot be **Engaged** until this is done.
+
+### Move through the stages
+Use the header buttons in order: **Engage** → **Start Disclosure** → **Start
+Discovery** → **Start Mediation** → **Set for Hearing**. The software rejects illegal
+jumps. **Close Case** and **Reopen** are attorney-only.
+
+> **Miami-Dade course-before-judgment guard:** if the matter involves children, you
+> cannot **Set for Hearing** until the **Parenting Course** obligation is marked
+> completed.
+
+### Find a matter fast
+In **Cases**, search by matter name, client, **opposing-party name**, **child name**,
+or **court case number**.
+
+---
+
+## 6. Documents & the review gate
+
+**Family Law (v2) → Documents** (or the Documents tab on a proceeding).
+
+1. Create a document, choose its **Proceeding** and type. A manual draft starts as
+   **Draft**; AI-assembled documents are born **Draft** too.
+2. **Submit for Review** → it moves to *In Attorney Review*.
+3. **Attorney:** **Approve** (or **Reject** with feedback → back to draft).
+4. After approval: **Mark Filed** / **Mark Sent** (attorney only). For client-facing
+   docs, **Send for E-Signature**.
+
+You'll see a yellow banner until approved, and a red banner if the document has
+**unverified citations** (it can't be filed until those clear — see §9).
+
+---
+
+## 7. Deadlines & calendar
+
+**Family Law (v2) → Deadlines.**
+
+- Each deadline belongs to a **proceeding** and computes its **due date** from a
+  trigger date + day count, automatically rolling off weekends.
+- From a proceeding, **Seed Standard Deadlines** creates the common ones (answer 20,
+  disclosure 45, discovery 30 days).
+- Overdue deadlines are flagged automatically each day and shown in red.
+- Deadlines mirror onto the shared **calendar**; filter by **layer** (statutory /
+  hearing / internal).
+- Mark a deadline **Completed** or **Waived** as work progresses.
+
+> Day-counts follow Florida rules but **always confirm the current rule** for the
+> specific matter — the attorney owns that judgment.
+
+---
+
+## 8. Mandatory disclosure & financial affidavits
+
+**On a proceeding → Disclosure tab / Financial Affidavits tab**, or the menu.
+
+- **Seed Disclosure Checklist** creates the Rule 12.285 mandatory items. Mandatory
+  items **cannot be waived** — the software blocks it.
+- **Financial Affidavit:** enter **Gross Annual Income** and the software picks the
+  form — **12.902(b)** (short) below the threshold, **12.902(c)** (long) at/above it.
+  It computes the **45-day** due date and totals income/expense/asset/liability and net
+  worth from the line items.
+
+---
+
+## 9. Citations & verification (the citation gate)
+
+**Family Law (v2) → Citations**, or the Citations tab on a document.
+
+- Every citation is born **Unverified**.
+- Click **Verify (CourtListener)** — the software checks it against a real reporter.
+  - Found + good law → **Verified**
+  - Found but not good law → **Rejected**
+  - No record / source down → stays **Unverified** (blocked — fails closed)
+- **Attorney only:** if appropriate, **Attorney Attest** records that the attorney
+  personally confirms the citation.
+- A document with **any** non-verified citation **cannot be filed or sent**. Use
+  **Verify Citations** on the document to run them all.
+
+> This is the protection against AI-hallucinated citations. If a citation won't verify,
+> it does not go in the filing — period.
+
+---
+
+## 10. Discovery & subpoenas
+
+**Family Law (v2) → Discovery**, or the Discovery tab on a proceeding.
+
+- Choose the type. **Non-Party Production (Rule 12.351)** has a hard safety gate:
+  1. **Serve Notice (12.351)** to the other parties — this starts the **10-day
+     objection window**.
+  2. The subpoena **cannot be Issued** until the window elapses and no objection is
+     pending. If an objection comes in, **Record Objection** (issuance stays blocked
+     until the court resolves it).
+  3. **Issue** — the software serves the **Notice of Issuance the same day** and sets
+     the response due date.
+- **Routing is automatic** by representation: attorney-of-record matters issue
+  directly; **pro se** matters route issuance through the **clerk**.
+
+---
+
+## 11. Support modification (headline workflow)
+
+From a **Child Support Modification** case, click **Open Support Modification** (header
+button), or **Support Modifications → New**.
+
+- Enter **current** and **proposed** monthly support. The software shows whether the
+  change meets the **15% / $50 substantial-change presumption** — this is a factual
+  threshold check, **not** a prediction of whether the court will grant it.
+- It opens a **new proceeding** under the same matter and sets the **20-day answer**
+  clock.
+- Flag **DOR / Title IV-D** if applicable; the **retroactivity** date defaults to the
+  filing date.
+- Paste the prior order text and click **Extract Prior Judgment** (if AI is enabled):
+  you get a plain-language summary plus **interpretation questions flagged for the
+  attorney** — the software never draws the legal conclusion itself.
+
+---
+
+## 12. Emergency motions
+
+For an emergency matter, click **Emergency Motion** (header button on the case), or
+**Emergency Motions → New**.
+
+1. Pick the motion type (pick-up order, emergency custody, prevent removal).
+2. Answer **Existing Order to Enforce?** — this **fork** changes the required
+   attachments:
+   - **Yes** → certified copy of the order + proposed order
+   - **No** → verified motion / sworn affidavit + proposed order
+3. **Seed Requirements** builds the checklist. Tick each attachment as **Provided**.
+4. **Mark Ready** — blocked until every required attachment is present. Then **File**.
+
+---
+
+## 13. Communications (never auto-sent)
+
+**Family Law (v2) → Communications.**
+
+- Draft a client update (optionally AI-assisted). It starts as **Draft**.
+- **Attorney:** **Approve**.
+- Then **Send** — an explicit, human action. The software **never auto-sends** a
+  communication, and staff never send legal positions.
+
+---
+
+## 14. Time & AI-assisted billing
+
+On a case, the **Billing / Time** tab: log time entries and tick **AI-Assisted** when
+AI materially helped. The case shows total hours, AI-assisted hours, and the
+**AI-assisted %** — useful for fee transparency.
+
+---
+
+## 15. Closing a matter, archive & retention
+
+- **Attorney:** **Close Case** when done. From a closed matter, **Return Client File**
+  records the client-file return.
+- **Archive** (menu): stored files carry a **SHA-256 checksum** and a **retention
+  class**. When a file's retention period elapses it becomes **Eligible for
+  Destruction**; an attorney can **Destroy** it — the audit log records *that*
+  destruction happened (and keeps the checksum as proof) without keeping the content.
+- Retention periods are set under **Configuration → Retention Classes** (attorney).
+
+---
+
+## 16. Attorney-only actions (quick reference)
+
+- Clear Conflict Check
+- Approve / Reject a document; Mark Filed / Mark Sent; Send for E-Signature
+- Attorney Attest a citation
+- Close / Reopen a matter; Return Client File
+- Destroy an archived file
+- Approve a client communication
+- View the AI Tasks ledger and Configuration
+
+If you're staff and a button isn't there, it's gated to the attorney by design.
+
+---
+
+## 17. What the software will NOT do
+
+- It will **not** tell you (or the client) whether you have a good case or your odds of
+  winning. No success percentages, anywhere. That judgment belongs to the attorney.
+- It will **not** rule on whether evidence is admissible — it only flags what's missing.
+- It will **not** file, send, or sign anything without attorney approval.
+- It will **not** let an unverified citation into a filing.
+- It will **not** give legal advice.
+
+---
+
+## 18. Troubleshooting / FAQ
+
+- **"I can't see a matter."** You're not assigned to it. Ask the attorney to set you as
+  the paralegal/attorney on the case.
+- **"The Engage button won't work."** The conflict check hasn't been cleared by an
+  attorney yet.
+- **"I can't Set for Hearing."** For a children's matter, the Parenting Course
+  obligation must be completed first (Miami-Dade).
+- **"I can't file the document."** It's either not approved (Gate 1) or it has
+  unverified citations (Gate 2). Check the banners.
+- **"Verify Citations did nothing / stayed unverified."** The verification source had
+  no record or was unavailable — the citation stays blocked (by design). The attorney
+  can attest it if appropriate.
+- **"AI Draft / Verify / Send for E-Signature is missing or errors."** Those features
+  need API keys configured (Claude / CourtListener / DocuSeal). Ask the administrator —
+  the rest of the platform works without them.
+
+---
+
+## 19. Glossary
+
+- **Matter / Case** — the client engagement (the spine).
+- **Proceeding** — a unit of legal action under a matter (original, modification,
+  enforcement…). Deadlines and documents attach here.
+- **Gate 1 (review)** — attorney must approve before anything goes out.
+- **Gate 2 (citation)** — citations must be verified before they enter a filing.
+- **Conflict screening** — automatic search for conflicts of interest; flags for the
+  attorney to clear.
+- **Fast-path** — the emergency intake that opens a matter on minimum facts.
+- **Retention class** — how long a file is kept before it's eligible for destruction.
+
+---
+
+*This guide describes how to operate the software. It is not legal advice, and the
+platform does not practice law. A licensed Florida attorney reviews, verifies, and
+signs all output.*