The shared record behind this walkthrough. Northstar’s own analysis is not in it.
Approvals, signatures and later events run in your browser.
In this demo, Worql raises the item from Slack and Jira. Connected capture exists in the product and has not yet run on a live engagement. Your team can also link the message and the ticket to the record by hand.
{
"engagement": {
"name": "Carrier Operations Portal",
"record": "WQ-SAMPLE-2026-017",
"vendor": "Northstar Labs",
"client": "Keelstone Logistics",
"pricing": "Fixed price",
"contractValue": "USD 42,500"
},
"people": [
{
"name": "Rohan Deshmukh",
"org": "Northstar Labs",
"role": "Delivery lead",
"authority": "Chooses how Northstar treats an open item, proposes changes and submits milestones."
},
{
"name": "Ravi Menon",
"org": "Northstar Labs",
"role": "Engineer",
"authority": "Answers technical questions. Cannot commit Northstar to a change."
},
{
"name": "Daniel Okafor",
"org": "Keelstone Logistics",
"role": "Product owner",
"authority": "Requests work, asks and comments. Cannot approve an amendment or accept a milestone."
},
{
"name": "Sofia Marquez",
"org": "Keelstone Logistics",
"role": "Authorized approver",
"authority": "Approves or declines a change for Keelstone, accepts a milestone, requests clarification or returns selected criteria."
}
],
"versions": [
{
"version": "SoW v1",
"executed": "May 28",
"summary": "Executed May 28 · fixed price USD 42,500 · 4 milestones"
},
{
"version": "SoW v2",
"executed": "Jul 2",
"summary": "Executed Jul 2 · Amendment 1 · acceptance criteria for M3, M4 restated"
},
{
"version": "SoW v3",
"executed": "Jul 28",
"summary": "Executed Jul 28 · Amendment 2 · +USD 4,800 · certification filter in scope"
}
],
"clause": {
"in": "SoW v2 · §5.2 Exclusions",
"text": "Certification-based filtering of driver records is excluded from this Statement of Work and may be added by written amendment."
},
"request": {
"channel": "#keelstone-carrier-portal",
"at": "Jul 16, 9:14 AM ET",
"messages": [
{
"from": "Daniel Okafor",
"at": "9:14 AM ET",
"text": "Can we filter available drivers by active certification before assignment? Ops keeps asking."
},
{
"from": "Ravi Menon",
"at": "9:31 AM ET",
"text": "Yes, we can do that."
}
]
},
"amendment2": {
"changeRequest": "CR-014",
"title": "Add certification filter · restate retry SLA",
"proposedBy": "Rohan Deshmukh",
"proposed": "Jul 19",
"changes": "§5.2a added: certification-based filtering of driver records in scope. Criterion 3 retry SLA restated per batch.",
"adds": {
"section": "§5.2a",
"text": "Certification-based filtering of driver records is in scope as specified in Amendment 2."
},
"price": {
"from": "USD 42,500",
"to": "USD 47,300",
"delta": "+USD 4,800"
},
"schedule": "+4 business days, estimated",
"raisedFrom": "Slack · #keelstone-carrier-portal, Jul 16",
"against": "SoW v2 §5.2",
"decides": "Sofia Marquez, authorized approver, Keelstone. Daniel Okafor is the requester and cannot approve.",
"approval": {
"by": "Sofia Marquez",
"at": "Jul 28, 2:40 PM ET",
"executed": "Executed by both parties Jul 28."
}
},
"milestone4": {
"title": "Driver assignment and certification filter",
"value": "USD 12,500",
"submittedBy": "Rohan Deshmukh",
"submittedAt": "Aug 1, 6:40 PM IST",
"criteria": [
{
"id": "C1",
"text": "Assignment list filters by active certification",
"evidence": [
"PR #471 merged",
"Demo recording Jul 31"
]
},
{
"id": "C2",
"text": "Expired certifications excluded by default",
"evidence": [
"UAT sign-off · Keelstone ops"
]
},
{
"id": "C3",
"text": "Webhook retry SLA met, per batch (restated in Amendment 2)",
"evidence": [
"Load test report"
]
},
{
"id": "C4",
"text": "Audit log records each filter change",
"evidence": [
"Confirmed on Jul 31 demo call · recording linked"
]
},
{
"id": "C5",
"text": "Role-based access for dispatchers",
"evidence": [
"PR #468 merged"
]
},
{
"id": "C6",
"text": "Documentation delivered to Keelstone ops",
"evidence": [
"Runbook v1.2"
]
}
],
"clarification": {
"criterion": "C3",
"askedBy": "Sofia Marquez",
"at": "Aug 2, 11:20 AM ET",
"question": "Is the retry SLA per request or per batch?",
"answeredBy": "Rohan Deshmukh",
"answeredAt": "Aug 2, 9:05 PM IST",
"answer": "Resubmitted Milestone 4 with the per-batch load test report. Per batch, as restated in Amendment 2."
},
"acceptance": {
"by": "Sofia Marquez",
"at": "Aug 3, 4:12 PM ET",
"criteria": "6 of 6",
"against": "SoW v3",
"note": "Criterion 4 confirmed on the Jul 31 demo call, recording linked."
}
},
"financeRecord": {
"id": "WQ-SAMPLE-2026-017-M4",
"amount": "USD 12,500",
"acceptedBy": "Sofia Marquez, authorized approver, Keelstone Logistics · Aug 3, 4:12 PM ET",
"criteria": "6 of 6, each with linked evidence",
"governingVersion": "SoW v3, executed Jul 28 (Amendment 2, +USD 4,800)",
"worqlDoesNot": "Issue the invoice, post to accounting, recognize revenue or move money."
},
"history": [
{
"when": "Aug 3 · 4:12 PM ET",
"party": "Keelstone",
"what": "Sofia Marquez accepted Milestone 4, 6 of 6 criteria"
},
{
"when": "Aug 2 · 9:05 PM IST",
"party": "Northstar",
"what": "Rohan resubmitted Milestone 4 with the answer: per batch"
},
{
"when": "Aug 2 · 11:20 AM ET",
"party": "Keelstone",
"what": "Sofia requested clarification on criterion 3, the retry SLA"
},
{
"when": "Aug 1 · 6:40 PM IST",
"party": "Northstar",
"what": "Rohan submitted Milestone 4, evidence for 6 criteria"
},
{
"when": "Jul 28",
"party": "Both",
"what": "Amendment 2 executed, SoW v3 governs"
},
{
"when": "Jul 28 · 2:40 PM ET",
"party": "Keelstone",
"what": "Sofia Marquez approved Amendment 2"
},
{
"when": "Jul 19",
"party": "Northstar",
"what": "Rohan proposed Amendment 2, USD 4,800"
}
]
}