The daily loop
Lawyer sessions → end-of-day bundle → CLO morning brief → merge/reject → updated logic model → next day.
LAWYER
SYSTEM
CHIEF LEGAL OFFICER
DAILY LOOP · 24H CADENCE
PLI · WIREFRAME SPEC01 / 08
In the lawyer's seat
Word + the PLI plug-in, side by side
One day in a lawyer's working surface — the document on the left, the plug-in on the right, flagged provisions surfaced in context.
Word · document chrome
📄 JV Agreement v1 · Invesco · assigned to: Andrea Reynoso
1 expanded · 2 condensed · 10 flagged (session)
FileHomeInsertReviewViewPLI
Side panel · PLI plug-in
Flagged for Review
§7.2 · preferred returnHIGH ▲
Suggested language from matched deal
Language taken from Harbor Point JV (2020) — same fund strategy + exit horizon.
Copy
Flag
§7.4 · catch-up tierLOW ▼
We're not sure about this one
Below the fold in doc — condensed
Waterfall math is a known weak spot. Your call shapes future guidance.
Copy
Flag
One frame, one day
Scroll-driven plug-in: in-view provisions surface, the rest stay quiet. Accept · reject · explain — those decisions feed the weekly merge queue. Where the language comes from is covered next; where it lives long-term is covered after.
PLI · WIREFRAME SPEC02 / 08
Verification
Where every claim comes from
Like a well-sourced academic paper — every line the system asserts traces back to a specific provision in the source contract, validated by an attorney.
CLAIM · expand evidence ▾
§12.1 Forced Sale — provision STRENGTHENED for Post Stella Sierra Partners
Direction validated by Andrea Reynoso, 2026-04-27
1 · SOURCE TEXT
POPULATED
BASE · v1
§12.1 · Right to Force Sale
"If the Developer does not timely exercise its ROFO right by delivering the ROFO Notice as contemplated by Section 12.1(a), then General Partner will have the right to cause the Partnership to sell …"
COMPARE · v8 (modified)
§12.1 · same path
"If the Developer does not timely exercise its ROFO right by delivering the ROFO Notice…" (v8 introduces Developer Party optionality; full clause via see full clause ▸)
Page/line citation: pending — clause text captured; byte-level offsets not yet propagated to clauses (Phase 0 COMP-2 partial).
2 · LEGAL LOGIC
POPULATED
Provision type: EXIT_MECHANISM (modified)
Roles (v8):
· Exerciser: Stella Sierra GP, LLC
· Target: Post Stella Sierra Partners, LLC
· Right holder: Developer Party ← new in v8
Cross-refs (v8): 8 defined terms
· DEF_Developer_Party ← new in v8
· DEF_Forced_Sale_Price
· DEF_Forced_Sale_Property
· DEF_Election_Notice
· DEF_Agreement
· DEF_Developer
· DEF_Project
· §12.1(a) (CITES)
Conditions: pending — Phase 4 extraction in flight
↑ Developer Party is v8-only — the strengthened call partly rests on this new defined term.
3 · ECONOMIC IMPACT
PENDING
Phase 5
Deal Impact Analysis
0%
Waterfall math, indemnity caps, and threshold calculations are part of the planned economic substrate. Not yet built. The verification tree will surface them here once implemented.
4 · ATTORNEY REASONING
POPULATED
"§12.1 reframed: not default-triggered, it is Investor's general-purpose Project sale right gated by Developer's ROFO; the 'Developer Party may bid' sentence is Developer-side optionality preservation, not a Co-GP back-door."
— Andrea Reynoso, 2026-04-27
Source: feedback_records · Andrea direct response
5 · PROVENANCE
POPULATED
LLM call:
ec5b418d-3dda-4d87-95f9-c9adccf054ab
ec5b418d-3dda-4d87-95f9-c9adccf054ab
Model: claude-sonnet-4-20250514
Prompt: sha256 hash chained
Response: sha256 hash chained
Trigger:
resolution_implemented_requires_human
resolution_implemented_requires_human
schema-enforced — no AI claim becomes "implemented" without a human signature.
Schema-enforced governance: the database physically prevents an AI proposal from being marked "implemented" without an attorney signature and an evidence reference. Phase 1 — Bypass Resistance — is enforced at the trigger level, not the prompt level.
PLI · WIREFRAME SPEC03 / 08
Knowledge Base
Queryable, retrievable, the firm's brain
Andrea's judgment, retrievable on demand. Search positions, precedent, and red lines across every provision the firm has ever signed off on.
Show me every Forced Sale / Buy-Sell exit mechanism provision that depends on the Developer Party defined term.
SEARCH
EXIT_MECHANISM · uses DEF_Developer_Party
FILTERS
Provision type · EXIT_MECHANISM
Direction · STRENGTHENED
Validation · attorney_verified
Defined-term dep. · DEF_Developer_Party
Document version (both)
Reference type · USES_DEFINED_TERM, CITES
Cross-deal — pending Phase 7 (single deal in corpus today)
RESULTS · 4 MATCHES
§12.1 ·
Forced Sale — Right to Force Sale
STRENGTHENED
"If the Developer does not timely exercise its ROFO right…"
Andrea Reynoso (re-confirmed) · 2026-04-27
Article 12 ·
Purchase Price (added in v8)
AI PROPOSED · UNVERIFIED
"The purchase price payable for the Partnership Interest being acquired shall be equal to…"
— · 2026-03-07
Article 12 ·
Right to Halt Buy-Sell (added in v8)
AI PROPOSED · UNVERIFIED
"Right to Halt Buy-Sell …"
— · 2026-03-07
Article 12 ·
Forced Sale (article root)
— ARTICLE LEVEL
"ARTICLE 12 — FORCED SALE"
— · 2026-03-07
4 results · Invesco JV — Stella Sierra (single deal in corpus)
Same provision, two views: the Verification slide opens §12.1 deep; the Knowledge Base slide finds it among its peers. Every claim and every match shares the same evidence chain.
PLI · WIREFRAME SPEC04 / 08
PLI · Roadmap
Nine phases that eliminate the lies
The capability stack we're building under the daily loop.
PLI · WIREFRAME SPEC05 / 08
Concept break
How a pull request works
(placeholder — explainer of the GitHub PR concept for a CLO who may not know Git)
TODO(brandon): real GitHub UI screenshot
TODO(brandon): hand-drawn diagram of branches → merge to main
Both visuals will live on this slide.
TODO(brandon): hand-drawn diagram of branches → merge to main
Both visuals will live on this slide.
PLI · WIREFRAME SPEC06 / 08
Weekly review
Merge to main
Once a week, the CLO opens the team's flagged decisions, reviews each one PR-style, and merges the good ones into the firm's evolving brain. Sometimes the right call is rejection with a redirect — that's the brain getting smarter.
PR #1 · OPEN · awaiting CLO review
Invesco JV — Stella Sierra · clawback red-line on §7.3
AI-proposed framing · reviewed by Andrea Reynoso · Andrea's stance: red_line
resolution_id=1
positions #3 → #10 → #20
positions #3 → #10 → #20
— AI's original framing
"Section 7.3 — clawback of distributed promote after Event of Default. Concern flagged: distributed promote may be subject to clawback under default scenarios. Recommend redline review."
Source: original delta report · AI-detected concern · Position #3
+ Andrea's response
"REJECTED. Section 7.3 has nothing to do with that clawback concern. System conflated two clawback types. See new positions for correct distinction."
Source: resolutions.id=1 · attorney verbatim
Reasoning thread
AI SUGGESTED
Position #3 — clawback concern flagged on §7.3
ANDREA REDIRECTED
"Section 7.3 Developer guaranty for promote clawback was missed. Must capture." — Position #10
SYSTEM RECORDED
Position #20 — corrected framing of the original concern
↑ The brain learns from being wrong.
✓ Merge correction to main
✎ Request more detail
✗ Reject and close
Merging the correction propagates Position #10 (the right framing) and retires Position #3 (the original AI concern).
This week's review window
REVIEWING NOW
§7.3 clawback red-line
Andrea · Invesco JV · ai_proposed
UP NEXT · 4 PRS
§1.1 defined-term changes
Andrea · Invesco JV · ai_proposed
§7.2 waterfall — IRR hurdles
Tristan · Invesco JV · ai_proposed
Key Person triggers
Nelson · Invesco JV · ai_proposed
Article 8 transfer restrictions
Alex · Invesco JV · ai_proposed
The CLO sees PR-style decisions, not opaque AI training. Every merge is signed. Every rejection is logged.
PLI · WIREFRAME SPEC07 / 08
Playbook
The firm's locked-in brain
(placeholder — final slide, the feeling of a curated firm playbook)
TODO(brandon): sketch the locked-in playbook visual.
Concept: the feeling of a curated, queryable brain — what this product builds toward.
Concept: the feeling of a curated, queryable brain — what this product builds toward.
PLI · WIREFRAME SPEC08 / 08