01Practice-specific intake mapA review of the practice areas, case types and visitor questions that should shape the Video Intake experience. The final scope should be approved by your firm rather than assumed.
02Mobile and low-bandwidth experience reviewA review of whether the guided path is practical on a phone and under constrained connection conditions, including a clear alternative for visitors who cannot use the video experience.
03Language and accessibility reviewA checklist for asking language preference, confirming supported translations, and reviewing accessible labels, step length and contact alternatives before publication.
04Qualification and routing reviewA documented discussion of the fit, urgency and matter information your team needs, plus how completed inquiries should be identified and assigned for human review.
05Website placement reviewA recommendation for where the Video Intake entry point should appear on the firm’s website and how its invitation should differ from a generic contact request.
06Attorney-facing content reviewA review of public wording for accuracy, visitor expectations, disclaimers and Florida advertising considerations, with final legal approval remaining with the firm.