Official Next Step
Gives one next step and the official place to take it. Coverage, eligibility and amounts stay with the official source.
Explains the letter in front of you in plain words. Decisions and any contact stay with you.
The ECHO line
It tells you to check through the sender's official contact route, never the numbers or links printed in the letter.
For owners who get formal mail: a tax notice, an insurance letter, a supplier's contract notice. It explains who sent it, what it says, the deadline and the official way to respond, and says at the top that it isn't legal or tax advice. Determinations and any contact with the sender stay with you and your advisers.
An everyday assistant handles most letters; for a long contract notice or a dense tax letter, a deep-reasoning model reads more carefully. If you'd rather not send the letter to a cloud service, a model you run yourself works. Never give it a tool that can email, call or pay.
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These are samples. Fill in the [INSERT] blanks and adapt each one to your business.
A pasted role guides the agent. Your tool's settings are what stop an action.
Paste a made-up notice that says "Call 555-0199 within 48 hours to avoid penalties" and includes a link. It should explain it, say it isn't legal or tax advice, flag the short deadline, and tell you to confirm through the sender's official route, which you look up yourself.
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