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.

Put intake follow-up into a clear sequence

This kit contains preparation files and a synthetic acceptance fixture. The adapted workflow remains untested.

START HERE
1. Complete input-preparation.txt and the editable setup file. Keep examples separate from real inputs.
2. Use the recipe prompt in its stated destination: Your firm-approved AI assistant.
3. Compare a synthetic pilot with the expected result. Check the original sources and your actual export schema.
4. Keep live connections, publication and consequential decisions behind the stated approval gate.

PREREQUISITES
- Clio Grow access with automated-workflow availability verified for the account and region
- Prepared intake forms, email templates, appointment options, and statuses
- A firm-approved intake policy and synthetic example; do not upload live client records to an unapproved AI tool

REVIEW BOUNDARY
The firm reviews eligibility, communication templates, privacy, and manual checkpoints before enabling any client-facing action. Conflict checks and engagement remain lawyer decisions.

WHAT THESE FILES DO
A workflow plan and draft wording for review. The prompt does not configure Clio Grow or send messages.

The original recipe does not specify a rigid vendor CSV schema. Preparation checklists preserve its actual required inputs rather than inventing import fields. No real client, visitor or confidential data is included.