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Innovation Lifecycle

Kanban Roadmap

Track every idea, prototype, client proof-of-concept, pilot, and delivered product across all Alterspective workstreams in real time.

Ideas & Concept

0

Problems worth solving, early exploration & discoveries.

No components in this stage.

Prototyping & Build

1

Active design, prototypes, and development.

Widget Foundry
Demo

Custom Action Panel

Custom Action Panel is a decision-support action area for any Sharedo work-item page. It puts the recommended next step first, then lists phase moves, Sharedo commands, workflows and open tasks in groups the team designs. Before each click it says what will happen and whether it will work, using the same checks Sharedo itself runs, and shows the fix when a move is blocked. Confirm questions appear in place, and every action ends with a receipt that offers the next step. Configurators decide which phase moves show and in which group, and style actions and group labels by rule (tone, badge, status icon) with the same rule engine as Data Card. It is set up on the page itself with the Live Designer, and it fails safe: when it cannot check something, it says so and locks the action rather than guessing.

component-library

Validation & POC

1

Client proofs-of-concept and pressure-testing with users.

Tool
Validation

Capability Self-Tests

Every custom Clio Operate capability ships with a self-test. One button on a test item gives PASS, FAIL or ERROR, names the check that failed, and says what to do next. The first one covers FirstAML Download Document. The Self-Test Health Board shows the latest result of every self-test, and a PASS only counts when the outcome itself was proven. Access comes from a runner team, set up by a check-and-apply script.

clio-operate

Production Pilot

0

Live in production with early adopter clients.

No components in this stage.

Adopted Product

2

Full production delivery and widespread adoption.

Tool
Adopted

Imprint — Personal AI Communication Profiles

Your communication imprint. Every AI tool, one authentic voice. Imprint gives every team member a portable AI communication profile across three layers: outbound writing voice, inbound cognitive/ADHD preferences, and colleague DISC blending. Integrates seamlessly via Keystone MCP and REST API.

ai
Application
Adopted

PMS Sync

A governed bridge from on-prem Aderant Expert into Clio Operate. Staff import matters, clients, and related data through a Keystone-gated portal. Writes are gated. Two MCP services expose the same capabilities to AI tools.

practice-management

Sustaining / Archive

0

Maintenance, paused, or archived items.

No components in this stage.

Audit Log

Recent Stage & Visibility Moves

  1. Oct 13, 2026 Custom Action Panel idea → internal-demo by Igor Jericevich "Live and verified on the internal demo tenant (playwithclio) with decision support, readiness checks, phase-move placement and style rules (widgets #735, #743). No client deployment yet."
  2. Oct 13, 2026 Custom Action Panel visibility updated by Igor Jericevich "visibility: draft → public"
  3. Aug 31, 2026 Custom Action Panel building → idea by System (migration) "Bulk reset to Concept/draft baseline (migration 011, 2026-08-31)"