01Clearwater service-area intake briefA review document defining whether your firm serves Clearwater, other Pinellas County locations or a wider Florida area, and which location details the answering experience should capture.
02Approved call-question setA firm-reviewed list of contact, matter, timing, jurisdiction and urgency questions, with instructions about topics the system should not answer as legal advice.
03English/Spanish scenario reviewA recommended test set covering greetings, caller preference, matter capture, limitations, transcript quality and human escalation. Language support should be verified before launch or public representation.
04Routing and escalation mapA practical map showing when staff receive the first ring, when AI answers after the unanswered threshold, and how potential new clients, current clients and other calls are routed for human review.
05Transcript and summary field reviewA review of the information your team receives after calls, including caller details, case summary, classification and any case-type tagging described for the product.
06Operational measurement planA set of firm-selected measures for unanswered-call conditions, record completeness, classification, escalation and callback handling. It should not assume lead, revenue or conversion results.