North OS

Specs & Plans

Design specs and implementation plans for North OS — the firm-scope AI brain. In-progress and planned work first; shipped work below, newest first.

90 documents 1 in progress 12 planned 77 implemented

In progress1

spec Forma `docs/` Reorganization — Design Spec Reorganize forma/docs/ so it (a) reflects what the MVP code actually shipped, (b) is navigable in seconds without prior context, and (c) serves as the refere… May 18, 2026 In progress

Planned12

plan Skill back-testing (v2) — implementation plan v2 adds back-testing: a dry-run of a skill against a trusted fixture, surfaced on the /skills/:id edit page, with a regression diff against the prior body an… Jun 19, 2026 Planned spec Smart proactive glance — design spec The proactive glance today is a one-shot guesser. runProactiveGlance (packages/chat-runtime/src/glance.ts) feeds one screenshot + the foreground app name to… Jun 18, 2026 Planned plan Smart Proactive Glance Implementation Plan Jun 18, 2026 Planned spec Artifact figure provenance — enforce "every figure comes from a tool result" — design spec The legal-assistant agent fabricates figures into artifact cells. The eval Jun 17, 2026 Planned plan Matter-aware, firm-wide RAG Mail Intelligence — implementation plan (rev 2) Increment-by-increment; end every increment green (bun run typecheck + bun run lint from root + the touched package's tests) before the next. Stage files by… Jun 5, 2026 Planned spec Meetings package — design spec The prior draft was structurally sound but built on a foundation that does not exist in the current repo. This spec corrects every divergence against the rea… May 29, 2026 Planned spec WhisperX inference service — design spec The meetings package (Spec B) needs to turn an audio file into a speaker-labelled transcript. We chose to self-host that capability rather than send privileg… May 29, 2026 Planned plan Meetings Package Implementation Plan git checkout main && git pull May 29, 2026 Planned plan WhisperX Inference Service Implementation Plan You can build and test the HTTP shape + contract on a laptop using a tiny CPU model (tiny / base) and diarize=false, then swap to large-v3 + pyannote on the… May 29, 2026 Planned spec Meetings package — design Lawyers at HSE (and future firms) already record themselves on Loom, Zoom, Microsoft Teams, and ad-hoc calls. They use Granola heavily for internal/team meet… May 28, 2026 Planned plan Meetings package MVP — implementation plan git checkout main May 28, 2026 Planned spec Chat-pipeline glue — design doc Define how the chat surface in apps/web (built with the Vercel AI SDK + assistant-ui + ai-elements) invokes pipeline runs as agent tools. The pipeline runner… May 19, 2026 Planned

Implemented77

spec Handover — Clicky as a North OS surface the north_os repo so it can finish brainstorming → write the docs → plan → Jun 22, 2026 Implemented spec North OS preproduction deploy — design spec Stand up a preproduction environment for North OS on the same Scaleway box that runs dev, with: Jun 22, 2026 Implemented plan North OS preproduction deploy — implementation plan New directory deploy/preprod/: Jun 22, 2026 Implemented spec Skill forking + chat-based authoring — design spec Firm-managed skills v1 let a firm disable any of the 162 built-ins and author new markdown skills (form-based Add dialog + asset upload). It does not let a f… Jun 19, 2026 Implemented plan Skill forking + chat-based authoring (v1) — implementation plan Every increment ends green: bun run typecheck + bun run lint from root + the touched packages' tests. One conventional commit per increment (commit only when… Jun 19, 2026 Implemented plan Word surface v2 — in-place tracked changes — Implementation Plan resume: z.object({ Jun 19, 2026 Implemented spec Firm-managed skills — design spec Skills today are static, in-code, and firm-agnostic: 160 markdown methodologies under packages/agent-runtime/src/skills/library/, indexed by a generated cata… Jun 18, 2026 Implemented spec Word surface — cross-surface conversation continuity — design spec Make Microsoft Word a thin client of the North conversation spine, so a lawyer can: Jun 18, 2026 Implemented plan Firm-managed skills — implementation plan Every increment ends green: bun run typecheck + bun run lint from root + the touched packages' tests. One conventional commit per increment (commit only when… Jun 18, 2026 Implemented plan Word surface — cross-surface conversation continuity — Implementation Plan GET https://graph.microsoft.com/v1.0/shares/u!{base64url(webUrl)}/driveItem?$select=id,webUrl,parentReference Jun 18, 2026 Implemented spec Durable desktop voice path + topic-aware thread router — design spec The desktop voice path (Polaris → clicky-gateway /dispatch → runDesktopChat → the desktop two-phase graph) goes KO after one conversation. Turn 1 (a fresh th… Jun 12, 2026 Implemented spec Proactive actionable nudge — design spec The proactive glance today surfaces a silent observation — a one-line message plus an optional deepLink that, when tapped, opens a browser thread. It is pass… Jun 12, 2026 Implemented plan Durable Desktop Voice Path + Topic-Aware Thread Router Jun 12, 2026 Implemented plan Proactive Actionable Nudge Jun 12, 2026 Implemented spec Desktop Two-Phase Ack Interaction — design spec The desktop voice path works end-to-end but feels unresponsive: the lawyer speaks, then waits in silence while the whole pipeline runs (router LLM → screen-c… Jun 11, 2026 Implemented spec Island indicator + proactive nudges — design spec Two desktop surfaces on the Polaris macOS app, prototyped fast: Jun 11, 2026 Implemented plan Desktop Two-Phase Ack — Implementation Plan Two independent reviews (Claude + Codex) found 3 BROKEN + 5 RISKY items, all verified against the real code. The task bodies below are kept for context, but… Jun 11, 2026 Implemented plan Island indicator + proactive nudges — Implementation Plan Jun 11, 2026 Implemented plan Notch island port + threads panel — Implementation Plan Jun 11, 2026 Implemented plan Phased ingestion — explicit Analyze / Ingest split + discovered sub-folder launch Today "Start ingestion" is one irreversible chain: discovery agent (Sonnet, ~$1–3/folder) → auto-enqueued walk → outbox → per-file LLM commits (the bulk spen… Jun 11, 2026 Implemented spec Clicky Smart Interaction + Reliability — design spec A real lawyer at HSE tests Clicky next week. Today the desktop path works end-to-end but has rough edges that undercut a first impression, and it does not ye… Jun 10, 2026 Implemented spec Agent document editing & creation, scoped to the lawyer's personal space — design spec Let the agent create documents and modify documents (both chat-uploaded docs and firm-synced drive docs) under one non-negotiable rule: Jun 10, 2026 Implemented spec Lawyer toolbelt P1 — PDF packaging, structured extraction, trackers — design spec P1 of the lawyer toolbelt attacks HSE pains #1 (signature packets), #2 (closing binders), #3 (title review) and #7 (trackers). Ten new agent tools plus one a… Jun 10, 2026 Implemented spec Lawyer toolbelt P2 — dates, calculations, term checks, email drafts, workflows — design spec P2 closes the P1 follow-ups and ships the next tool wave, mapped to the proposal's phasing: Jun 10, 2026 Implemented spec Lawyer toolbelt P3 — design spec P1 shipped the PDF/packaging, extraction, and tracker groups. P2 shipped dates, calculation, term-checks, the precedent/playbook tools, and draft_email/revis… Jun 10, 2026 Implemented plan Batch-API ingestion + pause/resume — half-price bulk ingestion you can stop and restart cleanly Bulk ingestion bills every document twice (classify + facts, both Haiku 4.5) at synchronous prices. The Completed CDs folder alone is 7,353 files ≈ $190 sync… Jun 10, 2026 Implemented plan Clicky Smart Interaction + Reliability Implementation Plan import { describe, expect, it } from "vitest" Jun 10, 2026 Implemented plan Agent document editing & creation, scoped to the lawyer's personal space — implementation plan Increment-by-increment; end every increment green (bun run typecheck + bun run lint from root + the touched package's tests) before the next. Stage files by… Jun 10, 2026 Implemented plan ElevenLabs Realtime STT Implementation Plan Locked from the official docs (2026-06): Jun 10, 2026 Implemented plan Lawyer toolbelt P1 — implementation plan Every increment ends green: bun run typecheck + bun run lint from root + the touched packages' tests. One conventional commit per increment. Jun 10, 2026 Implemented plan Lawyer toolbelt P2 — implementation plan Every increment ends green: bun run typecheck + bun run lint from root + the touched packages' tests. One conventional commit per increment. Jun 10, 2026 Implemented plan Lawyer toolbelt P3 — implementation plan Every increment ends green: bun run typecheck + bun run lint from root + the touched packages' tests. One conventional commit per increment. Jun 10, 2026 Implemented plan .msg email parsing — Outlook emails become ingestable knowledge properties. The ingestion pipeline has no parser for it, so parseByMime Jun 10, 2026 Implemented plan RAG eval harness — a testable ingestion+retrieval system with a measured success rate The pipeline now works (328 documents ingested end-to-end), but "works" is Jun 10, 2026 Implemented plan Agent RAG retrieval — wire the chat agent to the ingested knowledge store Increment-by-increment; end every increment green (bun run typecheck + bun run lint from root + the touched package's tests) before the next. Stage files by… Jun 9, 2026 Implemented spec Matter-aware, firm-wide RAG Mail Intelligence — design spec Turn every connected mailbox into one firm-organized, matter-indexed mail brain. Each lawyer's mail is classified (per-user, as P3 does today); mail that con… Jun 5, 2026 Implemented spec Mail-Intelligence P3 — the Outlook mail write path — design spec Make Outlook mail ingested → classified → stored → readable by the agent. P2 delivered the ingestion plumbing (OAuth, subscriptions, webhook, source.email.re… Jun 4, 2026 Implemented plan Mail-Intelligence P3 — implementation plan (rev 2) Increment-by-increment; end every increment green (bun run typecheck + bun run lint from root + the touched package's tests) before the next. Stage files by… Jun 4, 2026 Implemented spec Clio matter index + instant picker search — design spec Replace the matter picker's live per-keystroke Clio search with a local index for Jun 1, 2026 Implemented spec Clicky gateway extraction — design spec Stop bending the apps/web Next.js server to host Polaris's WebSocket. Extract every Clicky-specific surface (HTTP routes + WS + Redis subscriber + dispatch +… May 28, 2026 Implemented plan Clicky gateway extraction — implementation plan Files this plan creates or modifies, by phase. Each file has one clear responsibility — focused units that can be read and edited in isolation. May 28, 2026 Implemented spec Clio matter picker + per-connector manage pages — design spec Make Clio tracking selective. Today connecting Clio means "sync all 4000 matters at HSE" — that is a real blocker for go-live and a UX problem for any firm w… May 27, 2026 Implemented plan Clio matter picker + per-connector manage pages — implementation plan Today's journal lands at 0021_hesitant_maximus.sql. This work owns 0022_clio_matter_picker.sql. The Clio matter subsystem (matter table, connector, worker, c… May 27, 2026 Implemented plan Polaris foundation — manual test plan Walk through the entire foundation end-to-end against real infrastructure May 27, 2026 Implemented spec Clio matter subsystem — design spec Build the Matter subsystem for North OS: a first-class matter entity, sourced from Clio for HSE, that becomes the central organizing unit for chats, document… May 26, 2026 Implemented plan Clicky Foundation Implementation Plan Files this plan creates or modifies, by phase. Each file has one clear responsibility — focused units that can be read and edited in isolation. May 26, 2026 Implemented plan Clio matter subsystem — implementation plan P5.1 is now represented by journal entry 0019_agent_tool_audit_with_check, so this work owns the next migration number: 0020_matter_subsystem.sql. The Clio d… May 26, 2026 Implemented plan Outlook Product Surface — Design + Implementation Plan In scope: May 26, 2026 Implemented plan P5.1 — Outlook Surface Remediation Plan In scope (8 findings — see § 1 for the consolidated mapping): May 26, 2026 Implemented spec Outlook ingestion seam — design spec Close the Outlook ingestion gap identified by the P3.R re-audit (Review E): May 25, 2026 Implemented plan Outlook Ingestion Seam Implementation Plan Run: cat packages/db/src/migrations/_journal.json && echo "---" && ls packages/db/src/migrations/ | tail -8 May 25, 2026 Implemented plan Port hardening — implementation plan The foundation. Other phases depend on the roles existing. May 22, 2026 Implemented spec `ask_user` question tool — design The legal-assistant agent cannot ask the lawyer a question mid-turn. When a May 21, 2026 Implemented spec Chat rebuild on @assistant-ui — design The chat is half-finished. Eight defects, all user-visible or trust-critical: May 21, 2026 Implemented spec Clicky foundation — design spec Build the Clicky launcher end to end: a macOS menu-bar surface where the May 21, 2026 Implemented spec Clicky as a North OS surface — vision The north star for the Clicky workstream. It captures what Clicky becomes May 21, 2026 Implemented spec Connections subsystem — design spec Build the Connections subsystem — the product surface that lets a law firm connect its document store to North OS and ingest its documents into the knowledge… May 21, 2026 Implemented spec Handoff skill — design spec handoff document and launches a fresh Claude in a new herdr space, pre-loaded to May 21, 2026 Implemented spec Per-thread model selector — design A lawyer can choose which Claude model a chat thread runs on — Opus 4.7 (deep analysis), Sonnet 4.6 (balanced — default), or Haiku 4.5 — and see, on every as… May 21, 2026 Implemented spec Spawn worktree agent skill — design spec Let a Claude session running inside herdr spin off a fresh, May 21, 2026 Implemented plan Connections subsystem — implementation plan The backend/contract foundation. Migration 0007, then the corpus_category field flowing from ingest_sources through the source.document.* event into knowledg… May 21, 2026 Implemented plan Per-thread Model Selector Implementation Plan Create packages/agent-runtime/src/model.test.ts: May 21, 2026 Implemented spec Chat Document Upload + `read_document` Tool — Design Let a lawyer attach a document to a chat and have the legal-assistant agent read May 20, 2026 Implemented spec Forma services port — design spec Port the backend services of the Forma MVP into north_os — service by service, each validated independently. Not a monolithic copy: each service is a self-co… May 20, 2026 Implemented spec LangGraph agent architecture — design test). That work is wiped; this is the proper foundation. May 20, 2026 Implemented spec Legal skills system — design runtime this extends). May 20, 2026 Implemented spec Signup & onboarding flow — design spec The groundwork landed magic-link login and the Better Auth organization plugin, but there is no way for a new firm to come on board. Today a user can only si… May 20, 2026 Implemented spec spec-bmad skill — design spec north_os currently produces superpowers-style design specs (docs/superpowers/specs/YYYY-MM-DD-<topic>-design.md) — a single lightweight file written before i… May 20, 2026 Implemented plan Chat Document Upload Implementation Plan Design: docs/superpowers/specs/2026-05-20-chat-document-upload-design.md. May 20, 2026 Implemented plan Forma services port — implementation plan P0 is the prerequisite for every service. No per-service go/no-go — it must complete before P1. May 20, 2026 Implemented plan LangGraph Agent Architecture Implementation Plan In apps/web/app/api/[[...route]]/route.ts, delete the chatRoute import line and the app.route("/", chatRoute) block (and its comment). The file returns to: h… May 20, 2026 Implemented plan Legal Skills System Implementation Plan import { afterEach, describe, expect, it } from "vitest" May 20, 2026 Implemented plan Signup & Onboarding Implementation Plan Create packages/db/src/schema/signup.ts: May 20, 2026 Implemented spec Pre-port cleanup — design spec (Forma side) Prepare the Forma repo so the upcoming port of its backend layer to a new product repo (north_os) is mechanical. Every artifact carried into the new repo mus… May 19, 2026 Implemented spec Pre-port groundwork — design spec (north_os side) Scaffold the north_os repo so the upcoming port of the backend layer from the MVP repo (forma-apps/forma) lands cleanly. Concretely: May 19, 2026 Implemented plan Pre-port cleanup implementation plan (Forma) This phase produces 8 new packages, 4 new apps, deletes ~12 routes + 2 apps, and renames ~50 files. The change surface is large but every change is local: no… May 19, 2026 Implemented plan Pre-port groundwork implementation plan (north_os) This phase creates 12 new workspace packages (mostly as empty slots) + 4 new worker app slots + extracts the DB out of apps/web into its own package + adds H… May 19, 2026 Implemented

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