01Connerton service-boundary reviewA review of the locations, counties, jurisdictions and matter types your firm accepts, with a recommendation for the location questions the answering flow should capture. This should distinguish Connerton from Pasco County and from any wider service area.
02Human-escalation planA documented review of who receives urgent, current-client and potential-new-client calls, including after-hours ownership, callback responsibility and attorney approval of escalation language.
03English/Spanish scenario test planIllustrative test scenarios for English and Spanish caller paths, covering a new inquiry, current client, non-client call, location capture and urgency. Language support should be verified before any public representation.
04Intake field and classification reviewA proposed set of factual fields—such as contact information, location, matter type, timeline and urgency—for review against the firm’s intake practice. Classification should be checked against the product’s stated Potential New Client, Current Client and Other categories.
05Transcript and summary delivery reviewA review of the intended inbox or case-management destination, recipients, access, retention and follow-up ownership. Any specific connection or field mapping should be confirmed for the firm rather than assumed.
06Coverage and overflow mapA schedule-based review of office hours, lunch periods, holidays, weekends and simultaneous-call conditions to determine when team-first routing should hand off to AI Answering.
07Intake quality reviewA recurring review structure using the product’s stated coaching capability to examine missed questions, tone and lost-conversion points, without promising a particular improvement or financial result.