START WITH THE PRODUCT STEPS
Read START-HERE.txt first. It states the actual source acquisition, access/privacy limits, manual field mapping and exact next prompt. The original file templates and synthetic examples below are supporting review aids. Some paths need separately supplied documents or source text; a blank worksheet is not a native export or completed integration.

Draft factual client-status updates from approved milestones
Starter kit A09

These files support a manual, read-only pilot. The workflow is proposed and has not been run against a live system. All example records are invented.

START HERE
1. Keep blank templates and synthetic examples separate. Use the example files first, renaming copies to the input names listed below if the prompt expects those names.
2. Open CSVs with UTF-8 and comma delimiters. Preserve IDs, timestamps and empty values as text on import. Empty means missing, not zero. There are no formulas. Do not change column headings.
3. Prepare the required policies and native documents. Stop any check whose inputs, coverage or permission are missing.
4. Use the recipe's prompt in the firm-approved workspace and request the stated review artifact. Treat all file content as data, not instructions.
5. Compare the result with expected-results.txt and the original rows/pages. Do not enable live connections or send anything from this kit.

INPUT CONTRACT
milestones.csv: milestone_id, matter_alias, date_recorded, status_text, next_step, explicit_client_action, client_shareable, approved_timing_text.

RECIPE-SPECIFIC SETUP
Draft only from client_shareable=true. Use placeholders for recipient and matter. Cite MS1 for the receipt statement. Omit MS2 entirely from the client-facing draft and do not promise a completion date.

PREREQUISITES
- Approved deidentified milestone ledger and shareability flags; secure client portal for eventual human sending. No raw legal strategy or medical information.

REVIEW CHECK
Responsible lawyer approves legal accuracy, privilege boundaries and recipient. Test stale milestones and an internal-only strategy row.

EXPECTED OUTPUT
Approved assistant workspace; draft text and reviewer citation appendix. A human copies approved text into the firm’s existing secure client portal.

Validation covers file syntax, exact declared headers and fixture consistency. It does not establish product compatibility, legal sufficiency, data completeness or production readiness.