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.

Flag matters approaching their approved retainer threshold
Starter kit A14

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
balances.csv: matter_alias, client_alias, currency, report_scope, as_of_date, balance, approved_threshold, unbilled_work_amount. No banking/account details.

RECIPE-SPECIFIC SETUP
M2 is below its threshold by USD 500; show USD 200 unbilled separately. M3 uses EUR and must remain separate. CL4 is client-level and on a different date, so do not assign it to a matter or combine it with the matter rows. No netting, transfer or client contact.

PREREQUISITES
- Finance-approved deidentified balances, explicit thresholds and unbilled totals from compatible report scopes; existing secure billing system. No account numbers, banking credentials or client identities in prompt inputs.

REVIEW CHECK
Authorized finance/legal staff verify ledger, accounting treatment and engagement terms. Test client-level versus matter-level balances and two currencies.

EXPECTED OUTPUT
Approved assistant workspace or Excel; internal threshold-review.csv only, never a payment request.

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