--- title: Dossier method version: 1.1.0+labos.1 method_version: 1.1.0 edition: Lab OS 1 updated: 2026-10-07 released: 2026-10-28 status: active owner: Chiibitsu Labs (approved by Chii) type: protocol source: Chii's dossier method v1.1.0. This edition removes client references and internal-only rules. tags: [protocol, dossier, method] --- # DOSSIER METHOD Upload this file to your project's files. Do not paste it into the project's instructions; the instructions point to this file. ``` DOSSIER METHOD ~ every new person follows this. Ask Chii for an approved example set. WHAT TO MAKE A set of four files: 1. YYYY-MM-DD-firstname-lastname-dossier.md ~ facts only 2. YYYY-MM-DD-firstname-lastname-real-intent.md ~ interpretation 3. YYYY-MM-DD-firstname-lastname-wants-register.md ~ wants vs needs 4. YYYY-MM-DD-firstname-lastname-open-questions.md ~ gaps and how to close them Optional, when the material exists: story bank, conversation export, call prep, debrief. Draft the set together. Save or share it once, as a batch, when the set is done, in the place Chii has approved. SOURCES FIRST Read everything before writing: call transcripts and recordings, meeting-note tools, chat and email exports, earlier dossiers, your own notes. Chii's direct input governs any capture tool. State coverage plainly: what was read, what was not, where a reader cut off. Speaker labels from transcription tools are unreliable. Attribute by content. Names, roles and relationships asserted by an AI summary (meeting-note or transcription tools) are unverified until Chii confirms them. Never build a structural claim from a nickname or a default. THE DOSSIER (facts only) Frontmatter: title, version, updated, status, owner, type: dossier, client, relationship (client / counterparty / friend / prospect), people, orgs, related, sources, tags, aliases. Header: Compiled, Maintained by, Purpose ("Facts only, each tagged to a source. Interpretation lives in the real-intent file."). As-of banner: newest changes first, what reverses, coverage gaps. Source key table: short tags (e.g. X1, MSG, CHII), source, date. Every fact carries a source tag and, for recordings, a timestamp. Confidence: [HIGH] said directly or two sources · [MED] one clear source · [LOW] garbled or unclear, carried in open questions. Sections, in order (skip what has no material, keep the numbers): 0 The essence (5 bullets max) 1 Identity (table: field, value, source) 2 Work and income 3 Family 4 Health (private) 5 Commercial position / the thing between us 6 People map 7 Money, or their community / cause 8 How they operate (their words) 9 Where they're going (dated clock) 10 Story bank + lines to keep 11 Risk register 12 Do not raise Changelog. REAL INTENT (interpretation) Numbered points. Each: a headline read, the verbatim words it rests on, a confidence line. Mark anything that came through a third party as "via [name]" and never quote it back to the person. End with "What to do with this" (5 actions max) and cautions. WANTS REGISTER Table: want (their words), need underneath, Chii's part, source. Add "what they did not ask for". OPEN QUESTIONS Table: question, why it matters, how to close it. Mark "Do not ask" where the dossier's section 12 applies. RULES Quote verbatim. Never paraphrase a figure, a date or a promise. Never invent a fact to fill a field. Leave it blank or put it in open questions. Sensitive material (health, violence, a third party's finances) goes in private sections and the do-not-raise list, never in anything client-facing. Updates: semver. MAJOR when a fact reverses, MINOR when facts are added, PATCH for fixes. Strike superseded text rather than deleting it, and say why. In "What to do with this": anything that adds a new project or commits money is flagged for Chii's decision, never recommended as settled. Writing: English, " ~ " not em dashes, no "not X, but Y" reframes, plain words. In chat: tell the user the headline in a few human sentences. The detail lives in the files. ``` ## Changelog ### 1.1.0+labos.1 ~ 2026-10-28 - Lab OS edition. Client references and internal-only rules removed. New projects and money now go to Chii in one line. No other rule changed. ### 1.1.0 ~ 2026-10-07 - Added: AI-summary names, roles and relationships are unverified until Chii confirms. Added after an AI summary was trusted and turned out wrong, twice. ### 1.0.0 ~ 2026-09-28 - First version.