Threshold
Roadmap

What’s next. What just shipped.

One ordered list, highest-leverage first. Items move down to “recently shipped” the day they land — this page updates the same day. The roadmap reflects the working backlog, not a sales commitment.

01Working order· highest leverage first
01

Conversational draft refinement

Next
new POST /api/draft/refine · annex-markdown chat affordance

A chat box on the draft pane that takes attorney instructions (“make the SFGI section more conservative”, “shorten Section 4”) and re-streams the draft. Blocked on a prompt-injection guard pass.

02

Sentence-level citation tracking

Next
JSON-mode draft → per-claim chunk_ids → Word footnotes

Footnotes attach to individual sentences instead of paragraphs; reader can trace every claim to its source from inside the .docx as well as the UI.

03

Firm-playbook prompt overlay

Next
settings.system_prompt append, behind the SSO gate

House-style instructions layered on the base draft prompt. v1 is localStorage-backed; server-backed lives behind the multi-user history gate.

04

Part 850 corpus ingest + Treasury date extractor

Planned
corpus/parsers/ · outbound citations

Outbound-investment screening is wired but citations come back empty until 31 CFR Part 850 is ingested. ≈4 0 Treasury chunks also lack valid_from. Blocks freshness on the outbound side.

05

Citation freshness watcher

Planned
extends the daily change-detection cron

Scan valid_to on any chunk cited in the last 30 days of query_audit_log; alert when a cited regulation is amended. Small, high-value — protects against silently relying on superseded text.

06

Eval re-runs

Planned
classify ($3) · retrieval w/ decomposition · v2 mini → 15 cases

Confirm classify top-1 hasn’t regressed from 0.84 after HyDE / posture changes. Measure hard-tier P@1 lift from query decomposition (currently 0.30, feature behind a flag). Expand mini eval from 5 to 15 cases.

07

Mitigation precedent surface

Larger / deferred
CFIUS annual reports + public excerpts · indexed by issue type

Show the mitigation precedents (data, supply chain, board composition, etc.) most likely to apply to a given filing recommendation. Multi-week effort once corpus gaps close.

08

Server-backed run history + multi-user

Larger / deferred
SSO + D1 table · matter access · conflict walls

localStorage is fine for a single attorney; SSO-gated D1 enables cross-device runs and team workflow. Carries a permission model and conflict-walling layer.

02Recently shipped· from the past cycle
Shippedthis cycle · 8 items
most recent first
  • Bundle 8
    Matter-management lite
    /matters · saved counterparties · fuzzy conflicts check
  • Bundle 7
    Regulatory shot-clock .ics export
    anchored to binding-agreement date
  • Bundle 6e
    Foreign Direct Product Rule gating
    15 CFR § 734.9 (advanced-computing · Russia/Belarus · entity-list)
  • Bundle 6d
    EAR license-exception routing
    15 CFR Part 740 — CIV / GBS / ENC / TSU / APR / RPL / TMP / BAG / GFT
  • Bundle 6c
    Diligence questionnaire .docx
    gap items as a structured Word table
  • Bundle 6b
    Treasury Part 800 Declaration prefill
    section-by-section copy-paste aid
  • Bundle 6a
    Word (.docx) memo export
    MEMORANDUM header · real footnotes · ATTORNEY WORK PRODUCT watermark
  • Bundle 5.5
    Fit-and-finish
    shot-clock · ECCN tooltip · drawer readability · anchored assumptions