Start here
Read these first. The operator briefing is the file you put on every PC. The others say what Crimson Horse is and the order of work.
Operator briefing for each machine
The file you drop on a 2nd or 3rd PC. How to sign into grok.com, the paste-block for Grok, the folder rule, and the order Extract → Bridge → instruction → quantum → report. This is the seat. Not a website login.
What the finished product is
Crimson Horse in plain English: Extract, Data Bridge, Calculator, valuation report. Written for a boss or a new reader who has not seen the Agent.
Delivery plan
Exactly who does what, and when, to make the product usable then sellable. Policy for when the solicitor changes the method.
Next steps to launch
The working order: freeze the Calculator, name the first operator and reviewer, get one complete energy case, run Extract, fill only evidenced blanks, then issue a draft.
Which note to give to whom
A one-page map: solicitor, operator, reviewer, boss, sales, lead provider. Start here if you are handing notes out.
First week on a desk
What the first operator does day by day. The aim of the week is one clean case, not speed.
Run a case
The notes an operator and reviewer use on a live file, in the order they are needed.
Documents for one case
What to ask for: contract or welcome letter, letter of authority if a broker was used, consecutive bills, renewal quotes.
How one-case mode works
One client, one folder, only that client’s papers. Wrong file types are held out.
Why one case at a time
Why mixing twenty clients in one pile costs more than it saves: one stray mortgage file can land in the wrong report.
The report after files are uploaded
File count, page count, document types, and the missing-pack list.
Go-live checklist
A tick sheet for the folder, the Data Bridge, the Calculator and the report.
Four-eyes tick sheet
The one-page form the second person completes before a draft leaves the desk.
What stops a bad number
No default rates, solicitor-instruction gate, AppleDouble discarded, mortgage files held out, four-eyes tick.
Missing bills
A month can only be estimated if the solicitor has instructed that. The row is marked as estimated.
Commission and interest — solicitor instruction
What a solicitor’s written instruction must contain. No instruction, no assumed rate.
The working files
The tools themselves: the Calculator, the empty Data Bridge, and how to run Extract.
Crimson Horse calculator
The Excel workbook that does the sums from numbers already in the Data Bridge.
Crimson Horse data bridge — empty template
Each row is one contract or one bill. A person checks this file before any money figure is treated as ready.
What Extract looks for
Every piece of information Extract tries to copy. If it is not on the page, the cell stays empty.
How to run Extract
Hard rules sit at the top: no invented rates, mortgage files held out, AppleDouble discarded.
Example solicitor instruction
The gate for commission, interest and estimated bills.
Example brand file
Settings so reports can show a client’s name and colours.
Examples
Worked files from earlier packs. Teaching material only — not a live report to issue.
Sample intake report
How many files arrived, how many pages, what types, and what is still missing.
Sample data bridge
A one-case run using a contract, a bill and a letter of authority.
Crimson Horse data bridge — worked example
The Data Bridge after files already reviewed were put through Extract.
Sample valuation report
An early write-up used to settle the report layout. A pattern, not a finished case.
Quantum valuation — Carlin How
Full hybrid report for the Pozitive contracts. Every assumption is named.
Wood method note — Carlin How
Shorter working of the same A, C, 40% and 6% arithmetic.
Wood method note — Centurion Blast
Earlier Engie fill. Kept for comparison.
Sample screening note — catering business
A shorter, triage-style note from an earlier example.
Sample multi-site write-up
A worked illustration of the multi-site layout. Teaching file only.
Templates
Blank Word shells. Use a current Crimson Horse template for new work.
Valuation template — current
The live shell for a full valuation. This is the one to fill for a new case.
Report template — current
The sister shell of the same hybrid structure.
Multi-site template — with document list
For a business with more than one meter or site.
Multi-site template
The same valuation, laid out for more than one supply.
Earlier template — kept for comparison
A previous full shell. Do not use for a live draft.
Outside the firm
What you send to lead providers, buyers, or a client who will put their own name on the work.
Lead provider engagement note
The rules of engagement, written so a lead company knows exactly what to send.
Crimson Horse screen
The yes-or-no tool you can sell to lead providers.
Crimson Horse screen — briefing
The longer sell note for Screen. It is not a guarantee of claim value.
Commercial and operating pack
How the Agent is run on a desk, and the commercial idea (seats, pods, white-label).
Pricing suggestions
Suggested prices for a seat, a pod of machines, Screen, and a white-label copy.
Putting a client’s name on the work
How a sold copy can show the client’s name and colours.
Keep it current
For the person who owns the product. Start with the weekly review.
The weekly review
Agree, later date, or reject for this week only. A rejection comes back the following week. No silent change. No invented rates.
What the product is, and what is ready
The five parts in plain English, plus the honest list of what is still blocked.
Open tasks
A short split of work while the next energy packs are awaited.
Your tasks and mine
The same split in more detail.
Catalogue of Crimson Horse documents
A list of the description documents that already exist.