New workspaces start empty, which makes the dashboard, search, and the compliance views look bleak. The "Load sample data" button on the dashboard banner seeds a small fixture so every screen has something to demonstrate.
What you get when you click it (workspace owners and admins only):
- A "Welcome to Kodori" public document that walks you through what to try. - A sample matter ("Matter — Smith v. Acme") with three documents: an NDA, a discovery-scope letter, and an engagement letter. - A sample AEC project ("Project — Tower 2") with two documents: an RFI and a submittal. - A sample legal hold ("Sample — Smith v. Acme") binding the two matter documents. Try deleting one of them — Kodori refuses with a "release the hold first" message. Deny-wins enforcement, demonstrated. - A sample retention class ("Sample — General correspondence (7 years)") assigned to the welcome doc.
What to try once it's loaded:
- /search "indemnification clause" — hybrid search will surface the NDA even though that exact phrase only appears once. - Press the keyboard shortcut and ask the agent "what RFIs do we have on Tower 2?" — it pulls extracted text directly from RFI 047. - /legal-holds — open the sample matter and see subjects, the bind/release affordance, and the audit trail. - /retention — see the class. Open /retention/review to see what the queue looks like (the welcome doc isn't yet eligible since the term hasn't elapsed). - /audit — every action the seed took is in the chronological log.
Cleanup is one click: when sample data is in the workspace, the same dashboard banner flips to a "Clear sample data" button. Only the seeded rows go — your real uploads, collections, holds, and classes stay untouched. Cleanup is identified by a metadata flag (metadata.sample = true) on documents and the "Sample — " prefix convention on holds and classes.