Add comprehensive documentation and project setup guide

- Expand README.md with detailed architecture overview, configuration guide, and usage instructions
- Add CLAUDE.md with development commands and implementation details for Claude Code assistance
- Document authentication flow, API integration, and security considerations
- Include setup instructions for Firebase, Filevine API, and local development environment
- Add project structure documentation and future enhancement roadmap

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>

CLAUDE.md

@@ -0,0 +1,94 @@
+# CLAUDE.md
+
+This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
+
+## Development Commands
+
+```bash
+# Environment setup
+python -m venv venv
+source venv/bin/activate  # On Windows: venv\Scripts\activate
+pip install -r requirements.txt
+
+# Development server (runs on http://localhost:5000)
+python app.py
+
+# Generate sample Filevine API responses for development/testing
+python generate_sample.py
+```
+
+## Architecture Overview
+
+This is a Flask-based client portal for Rothbard Law Group that provides secure access to Filevine case management data. The application uses a server-side rendered architecture with Firebase Authentication and integrates with the Filevine API.
+
+### Core Authentication Flow
+1. **Client-side**: Firebase Authentication (email/password) in login.html
+2. **Server-side**: ID token verification and session creation in `/session_login`
+3. **Session Management**: Flask sessions with 8-hour expiration
+4. **Access Control**: User profiles in Firestore (`users/{uid}`) control access via `enabled` and `caseEmail` fields
+
+### Key Architecture Components
+
+**Flask Application (`app.py`)**
+- Main application server with authentication, session management, and Filevine API integration
+- Implements role-based access control through Firestore user profiles
+- Contains all Filevine API integration functions with OAuth 2.0 authentication
+
+**Template System**
+- Jinja2 templates with Tailwind CSS for styling
+- `base.html`: Navigation and layout foundation
+- `login.html`: Firebase authentication interface
+- `dashboard.html`: Main case data display table
+- `welcome.html`: Onboarding for non-enabled users
+
+**Filevine API Integration**
+- OAuth 2.0 using Personal Access Token for authentication
+- Key functions: `get_filevine_bearer()`, `list_all_projects()`, `fetch_project_detail()`, `fetch_client()`, `fetch_contacts()`
+- Projects filtered by user's assigned `caseEmail` from Firestore profile
+
+**User Management**
+- User profiles stored in Firestore at `users/{uid}` with fields:
+  - `enabled`: Boolean for access control
+  - `caseEmail`: Determines which Filevine projects user can access
+- Users see welcome page until enabled by administrator
+
+## Configuration Requirements
+
+**Environment Variables (.env)**
+- Flask: `FLASK_SECRET_KEY`
+- Firebase: `FIREBASE_API_KEY`, `FIREBASE_AUTH_DOMAIN`, `FIREBASE_PROJECT_ID`, `FIREBASE_APP_ID`
+- Firebase Admin: `FIREBASE_SERVICE_ACCOUNT_JSON` or `GOOGLE_APPLICATION_CREDENTIALS`
+- Filevine API: `FILEVINE_CLIENT_ID`, `FILEVINE_CLIENT_SECRET`, `FILEVINE_PERSONAL_ACCESS_TOKEN`, `FILEVINE_ORG_ID`, `FILEVINE_USER_ID`
+
+**Firebase Setup**
+- Service account credentials file: `rothbard-service-account.json`
+- Firestore database for user profiles
+- Firebase Authentication with email/password provider
+
+## Development Tools
+
+**Sample Data Generation**
+- `generate_sample.py` creates sample Filevine API responses in `examples/` directory
+- Useful for development without hitting live API
+- Generates project lists, contacts, and client information samples
+
+## Key Implementation Details
+
+**Session Management**
+- Sessions include `uid` and `expires_at`
+- Automatic redirects based on user enablement status
+- `login_required` decorator protects authenticated routes
+
+**API Data Flow**
+1. Dashboard fetches Filevine bearer token using OAuth 2.0
+2. Lists all projects with pagination support
+3. Filters projects by user's `caseEmail`
+4. Fetches detailed data for each project (client info, contacts)
+5. Renders data in responsive table format
+
+**Security Implementation**
+- Firebase ID tokens verified server-side
+- All API communications use HTTPS
+- Sensitive credentials stored in environment variables
+- User access controlled through Firestore profiles
+- Filevine API tokens properly scoped and managed