Match your own fee list to the CMA Standardised Price List template and spot the gaps

Every funeral director has to fill the CMA's template without changing its terms or structure, and the template is rigid: six separately priced attended-funeral items that must add up to the total, with every price above £0. The AI cannot decide your prices or say if the finished list complies, and it must not do the sums. What it can do is line up your own fee list against the template's line names and show where nothing matches or two items might, so you fill the template yourself with fewer mistakes.

A free AI chat tool, then your own word processor or spreadsheet (no family or deceased details ever go into the AI tool)

Steps

1. Download the CMA template (English; the CMA also publishes a Welsh-language version) and open it in your word processor. Leave the CMA's wording as it is: you only fill the gaps and make the changes that Part B of Schedule 1 to the Order describes. Copy the template's line names (not your prices yet) into a plain list.
2. Write your own fee list under your own headings, one price per line, typed by you from your price schedule. Use no family, deceased or case details: only fees such as 'professional service charge', 'coffin (describe it)', 'hearse', 'additional mileage per mile'.
3. Paste both lists into the prompt below. The AI returns a table with one row per template line: the template line copied exactly, which of your fee-list items seems to match, your amount exactly as you typed it, and a 'gap or doubt' note. It must not reword the template or add anything up.
4. Settle every 'no match' and every doubt yourself from your own price schedule. Where your firm does not offer something, the template's own 'Not offered' option exists for you to use as the Order describes; check how in Part B of Schedule 1 rather than relying on the AI.
5. In a spreadsheet, add up the six attended-funeral items yourself and compare the result with the attended total on the template. Check every price is above £0. Then type the amounts into the CMA template yourself, export a PDF titled 'Standardised Price List', and compare the finished PDF with the CMA download word for word.
6. Save a dated copy. When your prices change, repeat from step 2 with only the changed lines, and update the web page, the poster and the window copy together.

The exact prompt

I run an independent funeral director's in the UK. I am filling in the CMA's Standardised Price List template. I will paste (A) the template's own line names, copied from the CMA template, and (B) my own fee list, typed from my price schedule.

Task: produce one table with these columns: (1) template line, copied exactly with no rewording; (2) the item in my fee list that seems to match; (3) my amount, exactly as I typed it; (4) gap or doubt. Write 'no match' if nothing in my list fits, and 'two possible matches: [list them]' if more than one could fit. Do not choose between them.

Do not change the template wording. Do not add up, subtract or compare any amounts. Do not say whether my price list complies with the CMA Order. After the table, list the questions I should answer myself, using only the line names I pasted.

RULES FOR THIS CHAT: I will give you only my firm's own prices, headings and published documents. I have not included, and will not include, any name, address, date or cause of death, age, relationship or other detail about any deceased person, family or customer. Do not ask for any, and do not invent any: use the blanks I give you. Do not write any sympathy, condolence, pastoral, religious or ceremony wording, and do not give advice to anyone who is bereaved. Do not tell me whether anything complies with the law, the CMA Order or any code, or whether anything is lawful or fair. Do not do any arithmetic: leave every amount exactly as I typed it. If something is unclear, write [FOR THE DIRECTOR TO DECIDE] instead of guessing.

(A) TEMPLATE LINE NAMES: [PASTE THE LINE NAMES FROM THE CMA TEMPLATE]
(B) MY FEE LIST: [PASTE YOUR FEE LIST: ITEM, AMOUNT]