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 (server-backed)

Next
user_settings table · keyed by Supabase user_id

House-style instructions layered on the base draft prompt. v1 ships localStorage-backed; promote to D1 now that auth has shipped so a playbook follows the user across devices.

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 Small, high-value — protects against silently relying on superseded text.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

Conflict walls + team workflow

Larger / deferred
permission model on matters · cross-user visibility rules

Auth and server-backed runs shipped; next is the permission layer that lets attorneys at the same firm share matters without seeing each other's deal data. Required before any AmLaw rollout.

02Recently shipped· from the past cycle
Shippedthis cycle · 9 items
most recent first
  • Bundle 9
    Auth + per-user isolation
    Supabase Auth (email + Google) · D1 runs/matters · threshold.legal
  • 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