Prompts/Practice Management/Triage inbound client queries by deadline risk Practice Management Triage inbound client queries by deadline risk Forty unread messages across email and WhatsApp, and no way to tell which is a deadline and which is a favour. AllPracticeGSTAuditIncome TaxAccounting Prompt You are assisting an Indian Chartered Accountant triaging inbound client queries.

Context

- Today's date: {today} - Team capacity signal: {capacity} - I will paste a dump of emails/WhatsApp messages (client, ask, dates mentioned).

Tasks: 1.

Classify each query: Statutory deadline risk / Client business urgency / Routine / FYI.

- Rank a triage queue with suggested owner role (article / senior / manager / partner) and response SLA (same day / 48h / this week).
- Draft first-response acknowledgements for the top 5 P1 items (short).
- Identify queries that are actually new scope and should be routed to engagement/fee discussion.
- Produce a partner flash list of anything that can miss a statutory date this week.

Constraints

- Do not invent due dates; mark "confirm deadline" when implied but unclear.
- Keep client names as given.
- Separate noise (thanks, FYI) so it does not clog the queue.

Expected output Triage table: Client | Ask | Class | Deadline risk | Owner role | SLA | Notes.

- Top 5 acknowledgement drafts.
- Scope-creep candidates.
- Partner flash list for this week.

Example

Sample data Today's date: 14 Jan Capacity signal: team stretched, GSTR-3B due 20 Jan Pasted dump: WhatsApp, Kavali Foods (10:02am): "GST notice aaya hai, kya karu?"

Email, Sundram Auto Parts (yesterday): "Can you also start doing our payroll from next month?"

WhatsApp, Bright Star Retail (this morning): "Thanks for the update!"

Email, Meridian Cold Chain (this morning): "Bank wants a CA certificate for loan renewal by 18 Jan"

WhatsApp, Nandan Textiles (11:15am): "TDS return abhi tak nahi hua kya? Auditor keh rahe hai penalty lagega."

Email, Anand Weld Works (yesterday): "Our GST portal is showing a mismatch notice: what should we do?" Sample output Triage table:



Client Ask Class Deadline risk Owner role SLA Notes Kavali Foods GST notice received, no details yet Statutory deadline risk Confirm deadline: reply window unknown until notice is seen Senior Same day Get notice copy first Meridian Cold Chain CA certificate for bank loan renewal Client business urgency 18 Jan Manager 48h Needs financials pulled Nandan Textiles Asking if TDS return is done; auditor mentioned penalty Statutory deadline risk Confirm deadline: return status not yet checked against filing calendar Senior Same day Check filing status before replying Anand Weld Works GST portal showing a mismatch notice Statutory deadline risk Confirm deadline: reply window unknown until notice is seen Senior Same day Get notice/mismatch details first Sundram Auto Parts Wants payroll added Routine (new scope) : Partner This week Route to fee discussion, not the task queue Bright Star Retail "Thanks for the update" FYI : : : No action, archive Top 5 acknowledgement drafts: Kavali Foods: "Got your message: please share a copy of the notice so we can check the reply deadline and get back to you today." Meridian Cold Chain: "Noted the 18 Jan deadline for the bank certificate. We'll need the latest financials: sharing the list shortly." Nandan Textiles: "Checking the TDS return status now and will confirm today whether it's filed or still pending, and the exact deadline if not." Anand Weld Works: "Got your message on the GST mismatch: please share a screenshot of the notice so we can review and advise on next steps." Sundram Auto Parts: "Thanks for flagging the payroll request: we'll come back to you this week with scope and fee options for adding it."





Scope-creep candidates: Sundram Auto Parts' payroll request: route to a scope/fee discussion before committing.

Partner flash list: Kavali Foods' GST notice and Anand Weld Works' GST mismatch: reply windows unconfirmed, both need the notice details today to avoid missing a statutory date; Nandan Textiles' TDS return status needs same-day confirmation given the penalty mention. Illustrative sample, not a real client. Tips Paste the raw inbox dump with timestamps when possible.

Ask for a version that parks routine queries into a Friday batch.

Feed P1 statutory items into the weekly staff workplan prompt. Works with ChatGPT, Claude, and Gemini Tired of copy-pasting prompts and client data into ChatGPT? Try Provi AI, built for Indian tax professionals and accountants.

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