01Practice-area intake mapA review-ready outline of the practice areas the firm accepts, the visitor’s first routing question, and the location or matter distinctions the attorney wants the intake to capture.
02Guided question setShort, practice-specific questions covering the information the firm has chosen to review, including case type, timing or urgency where appropriate. Final wording should receive responsible-attorney review.
03Mobile and accessibility reviewA review of the Video Intake experience on mobile, including readability, controls, low-bandwidth behavior, accessibility considerations and the availability of text or contact alternatives.
04Language-preference planA confirmed approach for asking language preference, communicating available options and avoiding unsupported claims about translation or language coverage.
05Routing and handoff specificationA written decision on where completed inquiries go, who reviews them, how case-type information is identified and what the visitor sees after submission. Any specific connection should be confirmed for the firm’s account.
06Attorney review packageA consolidated review of intake wording, disclaimers or notices, qualification criteria and advertising considerations for the responsible Florida attorney. This is a review aid, not a certification of compliance.