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.

Find leads without an owner or next step
Starter kit G06

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
leads.csv: lead_alias, owner_alias, status, opted_out, next_action_id, next_action_due, last_activity_at
tasks.csv: task_id, lead_alias, owner_alias, status, due_datetime, completed_at
response-rules.csv: rule_id, stage, allowed_working_hours, response_interval, escalation_owner; include timezone and staff roster

RECIPE-SPECIFIC SETUP
Fixture as-of: 2026-10-15T09:00:00Z; timezone Etc/UTC. Synthetic staff roster: STAFF1=intake coordinator; MANAGER1=intake manager. No holidays apply to this synthetic interval. Supplied task dates are administrative dates. Completed and opted-out leads stay outside the open queue; elapsed time does not authorize closing a matter or contacting anyone.

PREREQUISITES
- Lawmatics or approved CRM export, staff roster, working-hours calendar, written response targets and disposition/closure rules; approved internal task queue.
- 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
Human resolves emergency/deadline indicators and prioritization. An elapsed interval never authorizes closing a potential matter or sending a non-engagement letter.

EXPECTED OUTPUT
lead-exceptions.csv: lead_alias, rule_id, exception, observed_timestamps, current_owner, proposed_next_step, reviewer

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