How to Create a Client Handover From Your Saved Work History in 2026 | Off Grid AI
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A handover needs more than a list of files. The next person needs to know what is complete, which decisions matter, and what remains open.

OGAD (Off Grid AI Desktop) Pro on Mac can help you recover that context from saved activity after you enable capture. Review the retained record, check it against the actual deliverables, and use a local chat model to draft the handover. The result is a document built from evidence you selected.

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This is useful when a consultant finishes an engagement or another person takes over a project. The activity history can help you remember the smaller decisions that do not appear in the final file.

What should the handover help someone do?

A good handover lets the next person continue the work without reconstructing the whole project. It explains the current state, points to the correct material, and makes uncertainty visible.

Suppose you prepared a client’s new booking flow. The design is approved, the implementation is partly tested, and one exception still needs a decision. A handover that simply says “Booking flow complete” would misrepresent the work.

Keep these parts separate:

Part What to establish
Delivered work What exists and has the required approval
Current state What is still being tested or revised
Decisions The rules the next person should follow
Open items Questions or dependencies not yet resolved
Source locations Where the reader can find the actual files

Use activity history to locate evidence, then verify status in the deliverable or source record. An open window does not prove that work was finished.

How does the work history get created?

This guide uses Mac Pro capture and its Day, Search, and Replay views. Capture is opt-in and has a visible state. It saves sampled activity that can be processed into observations; it is not a complete record of every action or conversation.

Activate Pro, prepare local models, and review Settings > Setup & health > System permissions. Grant the permissions needed for the capture you choose. In Replay or Capture settings, choose Resume capture and check the visible Capturing state. Use Pause capture when needed.

The desktop release supplies the app; this article’s activity-history workflow is scoped to Mac Pro. Initial activation and model downloads can need a connection. Do not assume indefinite offline entitlement access from local inference alone.

Enabling capture today cannot recover work that was never recorded. Add your own notes for offline discussions, paused periods, and missing material.

How do you collect useful handover evidence?

Start with the project’s recent days and the known deliverables. Use the history to find clues, then inspect the original work before writing a status claim.

  1. Open Day and review its Journal and Timeline.
  2. Move through the relevant dates using the day controls.
  3. Search for a distinctive project or document term in Search.
  4. Open relevant results and inspect retained context in the owning view, such as Replay.
  5. Keep checked points in a separate preparation note with date and source.

A journal is generated from retained activity notes. If it says you reviewed a file, do not change that to “approved” without confirmation. If a source file is missing, mark the gap rather than treating the summary as a replacement.

How should you turn the evidence into a handover?

Give the local model the checked notes and a clear audience. Ask for the next person’s needs rather than a diary of everything you did.

Draft a client handover from these checked notes. Use sections for delivered material, current state, important decisions, open questions, and next actions. Preserve uncertainty. Do not turn reviewing or editing into completion. Include source references I supplied, but do not invent links, owners, approvals, or dates.

For the booking-flow example, the handover should distinguish approved design from unfinished testing. It should identify the unresolved exception and explain what work depends on the answer.

Read the draft against your notes. Remove repeated activity that does not help the next person continue. Keep a small decision that affects future work even if it took little time.

Include locations the recipient can actually access through your approved sharing process. A path on your Mac may be useful to you but meaningless to the client.

Check that each link or filename points to the current version. If you provide an exported document, identify it clearly. Do not assume that a title found in a captured screen is still the authoritative file.

Keep internal observations and unrelated client material out of the handover. The preparation record can be broader than the document you share. Select the relevant evidence deliberately.

The app drafting a handover does not grant the recipient access to your files or publish the document. Sharing remains a separate action.

How do you review open work?

Make each open item actionable. State the missing answer or dependency and the next step that would resolve it. Include an owner only when the record establishes that responsibility.

A useful item is: “Confirm whether returning customers can book without a phone number; testing that route depends on the decision.” A vague item such as “Finish booking” hides the actual question.

Ask the model to check its draft:

Identify statements in this handover that imply completion, approval, ownership, or a deadline. Show the note supporting each. Mark unsupported statements for removal or clarification.

Then perform your own check. A second model pass can help locate claims but is not independent proof that they are correct.

What if the work history is incomplete?

Use what is available as a memory aid and fill gaps from actual sources. Capture may have been paused, processing may be incomplete, or records may no longer be retained. None of those situations means the work did not happen.

Gap Useful next step
A decision is missing Check the approved note or ask the decision owner
A journal overstates progress Verify the deliverable and correct the handover
A file title is visible but the file is unavailable Locate the source through your normal file tools
A period has no captured activity Add your own checked notes
The draft includes another project Remove it and narrow the preparation material

Hand over one project with a clear next step

Download OGAD and use Mac Pro capture for work you choose to retain. When you need a handover, review the saved context, verify the current state, and draft from those checked facts.

Keep the analysis models local for this workflow after setup. Sending the final handover and accessing shared files have their own network requirements. The useful result is continuity: the next person knows what exists, what matters, and where to begin.