# /intake-batch quick guide Use this when an Origin referral Excel arrives (the weekly ~20-row batch of new debtor accounts). The skill creates one matter folder per row, populates `CLAUDE.md` + `MATTER-STATUS.txt`, and drafts an opening Letter of Demand for each in a single run. The skill is already installed (it ships in `firm.zip`). --- ## Quick flow 1. Save the Origin referral Excel somewhere you can find the path 2. Open your **Origin Firm Hub** Cowork project, start a new chat 3. Type `/intake-batch` 4. When asked, paste the full path to the Excel 5. Read the **Phase 1 dry-run plan** Cowork shows you. Make sure rows look right. 6. Type `approved` (exactly that word) to execute. Phase 2 creates the folders. 7. Cowork prints a per-matter summary: created / skipped / fraud-halted That is it. Per ~20-row batch, expect 2-3 minutes total including review. --- ## Step-by-step (longer version, first time) ### Step 1: Save the Excel somewhere findable When the Origin referral arrives (typically by email), save the .xlsx to a location you can paste a path to. Common spots: - **OneDrive synced folder**, e.g. `C:\Users\Demetrio\Law Squared - Documents\Client Files - Origin\\.xlsx` - **Downloads** (works but easier to lose track of) Whichever you pick, you will paste the **full path** into Cowork. ### Step 2: Open the Origin Firm Hub project, start a new chat `/intake-batch` runs from the Firm Hub - not from a single matter project. Open the Hub. Start a new chat to keep the context clean. ### Step 3: Run the skill Type `/intake-batch` and press enter. The skill will ask for the path to the referral Excel. Paste the full path you saved in Step 1. If the path has spaces in it (almost always does on Windows), wrap in quotes or paste verbatim - the skill handles either. ### Step 4: Review the Phase 1 plan The skill walks the Excel, classifies each row (standard / collective / unjust enrichment / fraud), checks for existing folders, and produces a **dry-run plan**. You'll see something like: ``` Phase 1 plan: 20 rows in referral - 17 new matters to create - 2 existing folders, will skip - 1 fraud row, will create folder + halt banner, no LoD draft Phase 1 wrote zero files. Reply `approved` to execute Phase 2. ``` Read this. Sanity-check the counts. If anything is off (wrong path, wrong file, surprising fraud count), reply `cancel` and start over. ### Step 5: Approve If the plan looks right, reply with the single word: `approved` The skill executes Phase 2: - Creates one folder per matter under your Origin SharePoint root - Writes `CLAUDE.md` (matter context) + `MATTER-STATUS.txt` (current state) per matter - Drafts an opening Letter of Demand into each matter's `Correspondence (Drafts)/` folder - For fraud rows: creates the folder with a halt-banner CLAUDE.md, no LoD draft, escalation flag ### Step 6: Read the summary Cowork prints a per-matter summary. Spot-check 2-3 of the new folders in SharePoint to confirm the LoD drafts look right. For any matter where the LoD needs adjustment: open that matter as its own Cowork project and re-run `/create-lod-origin` with corrections. --- ## What you should expect - **Time:** 2-3 minutes for a 20-row batch including your review of the dry-run plan - **What changes in SharePoint:** ~20 new matter folders, each with the standard 8-subfolder structure - **What's drafted:** one LoD per matter, in `Correspondence (Drafts)/`. Drafts only. You review and sign. - **Fraud rows:** folder created, halt-banner CLAUDE.md, no LoD. You decide next step. ## What this does NOT do - Send the LoDs - you review and send manually - Create Cowork projects - you open each matter as a Cowork project when you next work it - Update the tracker dashboard - run `/aggregate-tracker-snapshot` after the batch to refresh the snapshot, then `/tracker-dashboard` to see the new matters in the visual view - Bulk-setup existing matters that pre-date this batch - that is `/bulk-setup-matter` (different skill, already run on your 121 existing matters) ## Troubleshooting | If you see... | Do this | |---|---| | "Could not find the file at " | Check the path - paste the exact one from File Explorer's address bar. Make sure no trailing whitespace | | "Excel structure unexpected, expecting columns A-N" | Reply with the column headers your file has - I can update the skill | | "Phase 2 partial - X created, Y failed" | Cowork prints the per-matter failures. Common cause: matter folder already exists with a slightly different name. Resolve manually or rename and re-run | | "Fraud halt - 5 rows" but you only expected 1 | Stop. Reply `cancel`. Sanity-check the Excel - the skill flags `fraud` substring matches conservatively, but 5 in one batch is unusual | If anything else surprises you, reply to the email and I will diagnose.