About the AgroInsights Portal
The AgroInsights Portal is the canonical document and matter index for AgroInsights Technologies Limited's two practice areas: AgroInsights Legal & Regulatory (patent research, strategy, and IP-firm-grade matter management) and AgroInsights Strategy & Commercial (commercial strategy, investor pack, business plan, and Series-A pitch material).
How this portal works
Each client has a canonical folder structure on disk (mirrored to the homeit360.com SharePoint when domain settlement is complete and the firm Microsoft 365 subscription is provisioned). Per-matter sub-folders follow the pattern used at top UK IP firms:
clients/<slug>/
├── 00_Client_Master/ (engagement, KYC, conflicts, billing)
├── 01_Matters/
│ ├── <MATTER-CODE>/ (one per matter)
│ │ ├── 01_Matter_Setup/
│ │ ├── 02_Correspondence/{In,Out}/
│ │ ├── 03_Filings/
│ │ ├── 04_Specification/{As_Filed,Amendments,Current_Operative}/
│ │ ├── 05_Office_Actions/
│ │ ├── 06_Hearings/
│ │ ├── 07_Evidence/
│ │ ├── 08_Citations_PriorArt/
│ │ ├── 09_Strategy_Memos/
│ │ ├── 10_Client_Communications/
│ │ ├── 11_Working_Drafts/
│ │ ├── 12_Time_and_Billing/
│ │ ├── 13_Deadlines_Diary/
│ │ └── 99_Archive/
│ └── ...
├── 02_Raw_Intake/ (preserved untouched)
├── 03_Dossier_Index/ (Haiku-map + Opus-reduce artefacts)
└── 04_Client_Portal_Export/ (this site's static build target)
What the portal is, and isn't
The AgroInsights Portal is not a regulated legal practice. The portal presents AI-augmented research, strategy memos, and document drafts; for matters requiring representation by a registered patent attorney or solicitor, AgroInsights Technologies Limited appoints external regulated counsel. UKIPO patent filings are made by the applicant company in propria persona under s.84 Legal Services Act 2007 unless and until a CIPA-registered representative is appointed (Form AF1).
Roadmap (what this MVP doesn't yet do)
- Authentication. Cloudflare Access in front of the portal, with Authentik (homelab) as the IdP. Per-client access controlled at the edge — clients see only their own matters.
- Document viewing. Inline PDF viewer (PDF.js); rendered Markdown for .md files; cryptographic signature verification for filed documents (so the client can confirm what was filed).
- SharePoint sync. Once homeit360.com Microsoft 365 is provisioned for the firm, mirror the matter folders to a SharePoint document library. Clients with M365 accounts can co-edit documents with full version history.
- Canva integration. For AgroInsights Strategy & Commercial matters, embed Canva-rendered investor-deck previews directly in the per-matter timeline.
- Secure messaging. Round-trip messaging that creates a record in the M365 mailbox so all communications are part of the matter file.
- Billing summary. WIP / billed / paid summary per matter, with per-fee-earner breakdown.