Video Recording Plan
This is your shooting checklist. It lists every training video to record and exactly where it slots into the portal. Check items off as you record them — your progress is saved in this browser. To make a video live, paste its link into assets/js/data.js.
Recommended approach: record short, focused screen videos (2–6 min) with Loom or your phone. Do them in this priority order — (1) Firm & tools overview, (2) the Intake pipeline, (3) Estate Planning, (4) Estate Admin & Trust Admin, (5) role overviews. You don't need polish; you need clarity.
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