01Practice-area intake mapA review document identifying the practice areas, case types, geographic boundaries and exceptions the firm wants the intake to distinguish.
02Question and branching reviewA proposed review of the visitor questions, order and practice-specific paths, with the firm deciding which information is necessary for an initial evaluation.
03Mobile and alternative-access reviewA review of mobile, low-bandwidth, accessibility, language-preference and text/contact alternatives, including confirmation of any supported translations before publication.
04Qualification and routing rulesA documented decision on fit, urgency, review ownership and the destination for completed inquiries, subject to confirmation of the firm’s systems and selected scope.
05Visitor-facing language reviewA responsible-attorney review of notices, expectations, advertising language and wording that distinguishes an inquiry from legal advice or an engagement.
06Measurement planA practical set of firm-owned checks for submissions, completion, review, response handling and matter disposition, without promising a particular conversion or revenue result.