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task_id
string
num_tool_calls
int64
tool_sequence
string
transcript
string
messages
list
task
string
status
string
num_notes
int64
num_turns
int64
final_answer
string
final_reasoning
string
memory_notes
string
note_ids
list
source_rollout_ids
list
teacher_model
string
providers
string
model_revision
string
quality_review
string
prompt_tokens
int64
completion_tokens
int64
wall_seconds
float64
actor_system
string
teacher_system
string
events_json
string
n1_03121
2
Turn 1: read {"path": "matters/1001-00003/Closing/closing-checklist.xlsx.md", "start_line": 1, "num_lines": 50} Turn 2: read {"path": "matters/1001-00003/Transaction Documents/asset-purchase-agreement-execution.docx.md", "start_line": 1, "num_lines": 50}
# Task Reconcile the 'Target Closing Date | June 20, 2024' found in `matters/1001-00003/Closing/closing-checklist.xlsx.md` with the 'Dated as of April 2, 2024' found in `matters/1001-00003/Transaction Documents/asset-purchase-agreement-execution.docx.md`. Determine if the execution date aligns with the target closing ...
[ { "role": "system", "content": "You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkness LLP (C&H). The DMS holds the firm's work product: memos, letters, emails, spreadsheets, and filings, organized as matters/<matter-id>/<workstream>/<file>. All files are markd...
Reconcile the 'Target Closing Date | June 20, 2024' found in `matters/1001-00003/Closing/closing-checklist.xlsx.md` with the 'Dated as of April 2, 2024' found in `matters/1001-00003/Transaction Documents/asset-purchase-agreement-execution.docx.md`. Determine if the execution date aligns with the target closing date or ...
done
2
4
Based on my review of the documents, I can reconcile the dates as follows: **APA Execution Date (April 2, 2024):** The Asset Purchase Agreement was executed and dated April 2, 2024, as confirmed in the execution document itself (file: matters/1001-00003/Transaction Documents/asset-purchase-agreement-execution.docx.md:...
The user is asking me to reconcile the dates and determine if there was a delay. I've already reviewed both documents and have the information I need from my previous tool calls and remembered knowledge. I don't need to make any more tool calls - I should provide my final answer now. Let me summarize what I found: 1....
# Closing Deliverables and Timeline Management in Transaction Matters Repository: `calderwood-harkness/dms` Commit: `8a578c22bf55868ead6ef3ce6d2829c872e002ae` Memory type: `chronology` ## What was learned Matter 1001-00003 experienced a 10-day closing delay from June 20, 2024 to June 30, 2024 due to landlord consent...
[ "0f307b2154ac3021fce4751cc852830b179bd26d", "3b3760232902b14368bf238e0a8f0e9753d92dce" ]
[ "n1_03121" ]
Qwen/Qwen3.5-9B
local_vllm
c202236235762e1c871ad0ccb60c8ee5ba337b9a
Not graded; retained without semantic filtering.
23,692
2,947
85.683595
You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkness LLP (C&H). The DMS holds the firm's work product: memos, letters, emails, spreadsheets, and filings, organized as matters/<matter-id>/<workstream>/<file>. All files are markdown text. Tools (call ONE per turn by emitt...
You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkness LLP (C&H). The DMS holds the firm's work product: memos, letters, emails, spreadsheets, and filings, organized as matters/<matter-id>/<workstream>/<file>. All files are markdown text. Tools (call ONE per turn by emitt...
[{"step": 1, "role": "assistant", "reasoning": "The user wants me to reconcile two dates found in different files for matter 1001-00003:\n1. Target Closing Date: June 20, 2024 (from closing-checklist.xlsx.md)\n2. Execution Date: April 2, 2024 (from asset-purchase-agreement-execution.docx.md)\n\nI need to read these fil...
n1_03542
2
"Turn 1: read {\"path\": \"matters/1012-00001/Correspondence/engagement-letter.docx.md\", \"start_li(...TRUNCATED)
"# Task\n\nVerify the chronological consistency between the engagement letter for Matter 1012-00001 (...TRUNCATED)
[{"role":"system","content":"You are an agent exploring the document management system (DMS) of the (...TRUNCATED)
"Verify the chronological consistency between the engagement letter for Matter 1012-00001 and the cl(...TRUNCATED)
done
3
4
"## Chronological Consistency Verification\n\n### Engagement Dates\n\n**Matter 1012-00001 Engagement(...TRUNCATED)
"The user is asking me to verify chronological consistency between the engagement letter for Matter (...TRUNCATED)
"# Ridgeline Counterparty Pattern: Stonefield and Meridian Matters\n\nRepository: `calderwood-harkne(...TRUNCATED)
["3d9cb8f1fb3e85cd8a3fd3e002c4fedb5c2cafe2","4828efe378915a17ae18bceea6d76f0ab10d4407","496ff84d4c96(...TRUNCATED)
[ "n1_03542" ]
Qwen/Qwen3.5-9B
local_vllm
c202236235762e1c871ad0ccb60c8ee5ba337b9a
Not graded; retained without semantic filtering.
24,473
2,584
87.774618
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"[{\"step\": 1, \"role\": \"assistant\", \"reasoning\": \"The user wants me to verify chronological (...TRUNCATED)
n1_02769
3
"Turn 1: read {\"path\": \"matters/1001-00005/Transaction Documents/outside-date-extension-agreement(...TRUNCATED)
"# Task\n\nAnalyze whether the 'Outside Date' extension in matters/1001-00005/Transaction Documents/(...TRUNCATED)
[{"role":"system","content":"You are an agent exploring the document management system (DMS) of the (...TRUNCATED)
"Analyze whether the 'Outside Date' extension in matters/1001-00005/Transaction Documents/outside-da(...TRUNCATED)
done
3
4
"Based on my analysis of the documents, the 'Outside Date' extension in matter 1001-00005 and the co(...TRUNCATED)
"The user is asking me to analyze whether the 'Outside Date' extension in matter 1001-00005 (January(...TRUNCATED)
"# Matter 1001-00005: Ardent Capital Partners III LP Take-Private of Coral Reef Hospitality Group\n\(...TRUNCATED)
["343c9911b7672df6c66a7c7529126adb1b5b98bc","541122b1ae4d82ebac9727bbe25b127bfd968263","c06931f3ce0b(...TRUNCATED)
[ "n1_02769" ]
Qwen/Qwen3.5-9B
local_vllm
c202236235762e1c871ad0ccb60c8ee5ba337b9a
Not graded; retained without semantic filtering.
26,642
2,637
93.046621
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"[{\"step\": 1, \"role\": \"assistant\", \"reasoning\": \"The user wants me to analyze whether the '(...TRUNCATED)
n1_03008
2
"Turn 1: read {\"path\": \"matters/1019-00001/Pleadings/respondents-rejoinder.docx.md\", \"start_lin(...TRUNCATED)
"# Task\n\nExtract the full legal name and jurisdiction from matters/1019-00001/Pleadings/respondent(...TRUNCATED)
[{"role":"system","content":"You are an agent exploring the document management system (DMS) of the (...TRUNCATED)
"Extract the full legal name and jurisdiction from matters/1019-00001/Pleadings/respondents-rejoinde(...TRUNCATED)
done
2
3
"Based on my review of the documents, I can identify the following discrepancies in how Whitmore Aer(...TRUNCATED)
"The user is asking me to compare information about Whitmore Aerospace LLC across two different matt(...TRUNCATED)
"# Whitmore Aerospace LLC Entity Discrepancy Across Matters 1019-00001 and 1019-00004\n\nRepository:(...TRUNCATED)
[ "2789807c0ab785e379f145c4e1244d96168ed494", "e8af16d12be5140a6fcbccd6f06803499485458e" ]
[ "n1_03008" ]
Qwen/Qwen3.5-9B
local_vllm
c202236235762e1c871ad0ccb60c8ee5ba337b9a
Not graded; retained without semantic filtering.
13,775
2,294
83.045856
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"[{\"step\": 1, \"role\": \"assistant\", \"reasoning\": \"The user wants me to extract information a(...TRUNCATED)
n2_03469
6
"Turn 1: read {\"path\": \"matters/1032-00006/Functional & Economic Analysis/functional-analysis-mem(...TRUNCATED)
"# Task\n\nCompare the FY 2024 Net Revenue ($4,120,000,000) and Intercompany Flows (€1,280,600,000(...TRUNCATED)
[{"role":"system","content":"You are an agent exploring the document management system (DMS) of the (...TRUNCATED)
"Compare the FY 2024 Net Revenue ($4,120,000,000) and Intercompany Flows (€1,280,600,000) listed i(...TRUNCATED)
done
2
8
"Based on my review of both documents, I have compared the FY 2024 financial figures. Here are my fi(...TRUNCATED)
"The user is asking me to compare FY 2024 Net Revenue and Intercompany Flows figures between the Fun(...TRUNCATED)
"# FY 2024 Financial Data Consistency Check: Functional Analysis Memo vs. APA Financial Data Appendi(...TRUNCATED)
[ "61e062ec90ad76e6140f597c2c79541649e1ec59", "a778b3ffc2f48febac7b85e9ee918dada9d11057" ]
[ "n2_03469" ]
Qwen/Qwen3.5-9B
local_vllm
c202236235762e1c871ad0ccb60c8ee5ba337b9a
Not graded; retained without semantic filtering.
90,840
5,843
178.277753
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"[{\"step\": 1, \"role\": \"assistant\", \"reasoning\": \"The user is asking me to compare FY 2024 N(...TRUNCATED)
n2_09243
2
"Turn 1: read {\"path\": \"matters/1031-00004/Entity Formation/llc-agreement-hyw-mezzanine.docx.md\"(...TRUNCATED)
"# Task\n\nReview the Treasury Regulation § 1.704-1(b)(2)(iv) citations in both LLC agreements and (...TRUNCATED)
[{"role":"system","content":"You are an agent exploring the document management system (DMS) of the (...TRUNCATED)
"Review the Treasury Regulation § 1.704-1(b)(2)(iv) citations in both LLC agreements and verify the(...TRUNCATED)
done
2
3
"# Treasury Regulation § 1.704-1(b)(2)(iv) Citation Verification Checklist\n\nBased on review of bo(...TRUNCATED)
"Now I have both LLC agreements. Let me analyze the Treasury Regulation § 1.704-1(b)(2)(iv) citatio(...TRUNCATED)
"# Capital Accounts Provisions in Client 1031 Entity Formation Documents\n\nRepository: `calderwood-(...TRUNCATED)
[ "0cf6ecbdd8b2e171e3d845543ff381ee7145ab47", "8eaf09a8282f9fe8b27da6acfaae6cf3e8ad2789" ]
[ "n2_09243" ]
Qwen/Qwen3.5-9B
local_vllm
c202236235762e1c871ad0ccb60c8ee5ba337b9a
Not graded; retained without semantic filtering.
6,706
1,901
60.948779
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"[{\"step\": 1, \"role\": \"assistant\", \"reasoning\": \"The user wants me to review the Treasury R(...TRUNCATED)
n2_04802
4
"Turn 1: read {\"path\": \"matters/1012-00005/Insurance & Lender Notifications/lender-notification-l(...TRUNCATED)
"# Task\n\nCompare the litigation damages claim amount and the mitigation costs identified in the le(...TRUNCATED)
[{"role":"system","content":"You are an agent exploring the document management system (DMS) of the (...TRUNCATED)
"Compare the litigation damages claim amount and the mitigation costs identified in the lender notif(...TRUNCATED)
done
3
5
"Based on my review of the two documents, the litigation damages claim amount and mitigation costs a(...TRUNCATED)
"I need to compare the damages claim amounts and mitigation costs between the two documents. Let me (...TRUNCATED)
"# 1012-00005 Litigation Timeline: Vantor vs. Stonefield\n\nRepository: `calderwood-harkness/dms`\nC(...TRUNCATED)
["a9cd96788cd7f7642ebb0eb667ebabcacecb197b","adfe671bb3a2396e1701a230e9ff546e90bebade","cdd9921128c0(...TRUNCATED)
[ "n2_04802" ]
Qwen/Qwen3.5-9B
local_vllm
c202236235762e1c871ad0ccb60c8ee5ba337b9a
Not graded; retained without semantic filtering.
35,363
2,799
91.774935
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"[{\"step\": 1, \"role\": \"assistant\", \"reasoning\": \"The user is asking me to compare the litig(...TRUNCATED)
n2_10000
2
"Turn 1: read {\"path\": \"matters/1031-00001/documents/email-bernstein-to-whitfield-transmitting-de(...TRUNCATED)
"# Task\n\nCreate a comparison table that extracts the specific conflict description language from t(...TRUNCATED)
[{"role":"system","content":"You are an agent exploring the document management system (DMS) of the (...TRUNCATED)
"Create a comparison table that extracts the specific conflict description language from the email s(...TRUNCATED)
done
2
3
"# Comparison Table: Conflict Status Language - Email vs. Q2 2024 Conflicts Committee Report\n\n| Do(...TRUNCATED)
"The user wants me to create a comparison table that extracts specific conflict description language(...TRUNCATED)
"# MTDC Engagement Chronology: From Declined to Active Representation\n\nRepository: `calderwood-har(...TRUNCATED)
[ "779e5a63543aa9c4c5b8915ff428f4ca67e979de", "c248766677ae1611dd6345ae327cacd4a89f66cc" ]
[ "n2_10000" ]
Qwen/Qwen3.5-9B
local_vllm
c202236235762e1c871ad0ccb60c8ee5ba337b9a
Not graded; retained without semantic filtering.
9,634
1,433
44.973731
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"[{\"step\": 1, \"role\": \"assistant\", \"reasoning\": \"The user is asking me to create a comparis(...TRUNCATED)
n2_07291
3
"Turn 1: read {\"path\": \"matters/1020-00003/Engagement/engagement-letter-gap-2022-02-21.docx.md\",(...TRUNCATED)
"# Task\n\nDraft a chronological analysis comparing the Engagement Letter date of \"February 21, 202(...TRUNCATED)
[{"role":"system","content":"You are an agent exploring the document management system (DMS) of the (...TRUNCATED)
"Draft a chronological analysis comparing the Engagement Letter date of \"February 21, 2022\" with t(...TRUNCATED)
done
2
4
"# Chronological Analysis: Engagement Letter vs. Purchase Agreement - Matter 1020-00003\n\n## Date C(...TRUNCATED)
"Based on my review of the documents, I have gathered the following information:\n\n1. **Engagement (...TRUNCATED)
"# Chronological Analysis: Engagement Letter vs. Purchase Agreement - Matter 1020-00003\n\nRepositor(...TRUNCATED)
[ "2d260a0da162d81fd69268179adc1174c99fbad2", "b0449644a73739f0c5eec7b2109c0161933b7e3e" ]
[ "n2_07291" ]
Qwen/Qwen3.5-9B
local_vllm
c202236235762e1c871ad0ccb60c8ee5ba337b9a
Not graded; retained without semantic filtering.
17,617
1,793
59.25809
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"[{\"step\": 1, \"role\": \"assistant\", \"reasoning\": \"The user is asking me to draft a chronolog(...TRUNCATED)
n2_05014
5
"Turn 1: read {\"path\": \"matters/1014-00004/Claim Construction/appendix-extrinsic-evidence-opening(...TRUNCATED)
"# Task\n\nRead matters/1014-00004/Claim Construction/appendix-extrinsic-evidence-opening.docx.md an(...TRUNCATED)
[{"role":"system","content":"You are an agent exploring the document management system (DMS) of the (...TRUNCATED)
"Read matters/1014-00004/Claim Construction/appendix-extrinsic-evidence-opening.docx.md and matters/(...TRUNCATED)
done
2
7
"## Chronological Analysis: Discovery Timeline vs. Patent Prosecution Dates\n\n### Discovery Timelin(...TRUNCATED)
"The user is asking me to read two documents and compare dates. I've already done this analysis in m(...TRUNCATED)
"# Patent Prosecution Dates vs. Discovery Timeline in Matter 1014-00004\n\nRepository: `calderwood-h(...TRUNCATED)
[ "390c34fda5734234eaa0df482765f804c435e51c", "6abb96d89f404932fd59ebf194e817b75560a4b2" ]
[ "n2_05014" ]
Qwen/Qwen3.5-9B
local_vllm
c202236235762e1c871ad0ccb60c8ee5ba337b9a
Not graded; retained without semantic filtering.
82,531
5,103
148.959121
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"You are an agent exploring the document management system (DMS) of the law firm Calderwood & Harkne(...TRUNCATED)
"[{\"step\": 1, \"role\": \"assistant\", \"reasoning\": \"The user wants me to:\\n1. Read two specif(...TRUNCATED)
End of preview. Expand in Data Studio

20 fresh note-conditioned Qwen3.5-9B actor trajectories

These are complete tool-using agent trajectories. Every task executed 2–11 document tools: 56 read, 11 grep, and 2 glob calls in total. No generated reasoning, executed tool call, returned observation or final answer was removed. The base actor system is byte-identical to the published base agentic eval system; the teacher-only memory instruction and notes were appended to it.

The default table begins with tool_sequence, transcript, and messages. transcript shows the task and all turns chronologically. messages contains the exact teacher conversation, including its system prompt and actual tool results (represented as user-role <tool_result> messages by the eval protocol). actor_system exposes the unchanged eval prompt; teacher_system includes the added memory block. events_json preserves the complete structured event log. The final_answer and final_reasoning columns are convenient extracts, not the complete trajectory. Readable example pages show tool calls and the full trajectory first, with the supplied notes at the end.

Steps 1–5 of the note-conditioned procedure: original tasks plus their associated frozen notes, followed by fresh actor execution on the pinned DMS. This is teacher data for qualitative inspection. No student training export, semantic filtering, correctness grading or post-hoc reasoning rewrite has been performed.

  • Trajectory table: 20 rows, with task, supplied notes, full transcript, final reasoning and answer.
  • Turn table: 101 rows, with reasoning, action and returned observation side by side.
  • Note table: 45 task–note rows, with exact note text and read/write provenance.

How these were generated

The same 20 original tasks used in the earlier rewrite comparison were recovered without replacement from violetxi/wmrl-v4-note-sessions at b2b72c696a88e45874a3886b3941c0897f0661a6. All 45 associated notes resolved in violetxi/wm-rl-notes-v4 at 6e62edba847d8013a5e7aefb1e7fd19974fa5381. Associations require actual successful reads or accepted writes; source completion status was not used to infer note reading or useful note use.

Each teacher receives the actor system, original task, and its complete note bundle as prior remembered knowledge. Notes are included verbatim. The teacher can call only glob, grep and read; no note tools or note-writing gates are available. It chooses fresh actions, including answering directly when memory suffices. No original reasoning, action sequence, observations or final answer is added to its generation input.

Teacher: Qwen/Qwen3.5-9B, revision c202236235762e1c871ad0ccb60c8ee5ba337b9a; thinking enabled; temperature 0.6, top-p 0.95, top-k 20, presence penalty 0; up to 20 assistant turns, 16,384 output tokens per turn and 65,536 total context tokens. The native Qwen template is used. Prior assistant reasoning is preserved in the raw records and tables, although the native template omits it from later model prompts after user-role tool results. The note memory remains available throughout.

Hardware recovery: 17 trajectories completed entirely on the local pinned model. GPU 2 failed with three requests in flight and prevented CUDA initialization even when excluded. The three unfinished tasks were resumed from byte-identical saved response history using Qwen3.5-9B hosted by Together through Hugging Face. No completed local model output was replaced. The provider reports weight_version=default and does not expose an immutable weight commit; the exact hosted revision/precision is unverified. providers, model_revision and per-turn provider distinguish these continuations. They are not a strictly identical-backend comparison. Decoding values above are the requested settings; hosted prompt token counts and raw provider metadata are retained. For recovered rows, wall_seconds measures the successful resumed run, excluding outage time.

All tools execute on the reconstructed 9,288-document DMS at Harvey Labs commit c2488cfa24fd01ee88016a121479a2f86b394bd4. All documents parsed successfully; 53 original reads matched the reconstruction byte for byte. New tool observations were independently reexecuted for export verification. Complete assistant text was checked against raw model responses. Restoring a server-stripped </tool> stop delimiter is the only assistant-text serialization addition.

Reading the data

Status counts: {"done": 20}. There are 69 executed tool calls and 60,425 generated tokens. A done status means a closed final answer was emitted within the budget; it does not establish task correctness or beneficial note use. There were 0 tool-error observations and 12 turns with harness feedback, retained in the transcript and turn table. Partial or defective outputs, if present, are included with their actual status.

Notes written while solving the original task are intentionally available at the start of its fresh replay, and may contain its answer. This is knowledge rehearsal, not a causal reconstruction of the original session or held-out evaluation. The sample was selected for the earlier rewrite investigation; it is not random or representative. Check factual fidelity, how memory informs decisions, and whether the final reasoning supports the actual answer during qualitative review.

memory_notes contains privileged teacher input. transcript contains the original task and the complete fresh reasoning/actions/results. final_reasoning and final_answer come from the same generated final turn. All text is model-authored and unedited. Native responses and exact teacher messages are retained locally; the complete teacher messages and execution events are also in raw/<task_id>.json.

Task / readable trajectory Status Notes Turns Tool calls
n1_03121 done 2 4 2
n1_03542 done 3 4 2
n1_02769 done 3 4 3
n1_03008 done 2 3 2
n2_03469 done 2 8 6
n2_09243 done 2 3 2
n2_04802 done 3 5 4
n2_10000 done 2 3 2
n2_07291 done 2 4 3
n2_05014 done 2 7 5
n3_01880 done 3 4 2
n3_14612 done 2 4 2
n3_08986 done 2 4 2
n3_02995 done 3 6 4
n4_02832 done 2 4 3
n4_06909 done 2 13 11
n5_07834 done 2 4 2
n5_04101 done 2 6 4
n5_09441 done 2 7 6
n5_05607 done 2 4 2

Provenance and files

Manifest, structural validation, actor system, teacher memory instruction. The underlying C&H environment is synthetic, from Harvey Labs (MIT); the source note/session datasets are MIT. These records contain synthetic firm tasks and documents, not real client material. Model licensing remains governed by Qwen's model license. Code snapshots and JSONL versions accompany the tables.

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