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.

Calculate effective rates on flat-fee matters
Starter kit A20

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
matter-fees.csv: matter_alias, currency, approved_flat_fee, scope_status. actual-hours.csv: matter_alias, recorded_hours, capture_complete. known-costs.csv: matter_alias, currency, explicit_cost, cost_scope.

RECIPE-SPECIFIC SETUP
Fixture scope: all recorded activity through 2026-10-14. Compute fee divided by positive recorded hours. Zero hours makes the rate unavailable. Incomplete capture makes a computed rate provisional. Known costs are a separate disclosure; they do not establish profit. Never combine currencies without an approved supplied conversion rule.

PREREQUISITES
- Deidentified matter fees, actual hours, known costs, currency, chosen date scope and complete/partial flags; spreadsheet. This does not solve missing time data automatically.
- Start with synthetic data. Real firm data requires approved access, processing terms, retention, and confidentiality controls. Replacing names with IDs alone does not anonymize a record.
- Verify the current account, plan, export scope, and approved reviewer before trying the documented product feature. This prompt works on prepared files; it does not install or configure an integration.

REVIEW CHECK
Finance checks inputs and definitions; lawyer decides scope/pricing. Test missing hours, partial matters and mixed currencies. No ROI or savings claim is made.

EXPECTED OUTPUT
effective-rates.csv: matter_alias, currency, approved_flat_fee, recorded_hours, capture_complete, effective_rate_formula, effective_rate, known_costs, data_warning; calculations are not profit. No live changes.

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