01Practice-area intake mapA review document identifying the practice areas, case types, locations and initial fit questions your firm wants to address. This is a proposed scope for discussion, not a claim that any path has already been built.
02Mobile and accessibility reviewA review of the Video Intake experience on mobile devices, including the non-video alternative, readable content and the accessibility questions your firm wants answered before approval.
03Question and language-preference planA proposed list of concise questions, the points at which paths may differ, the language-preference prompt and the text or contact alternatives to show when a preferred translation is not confirmed.
04Qualification and escalation rulesA firm-approved outline of fit signals, urgency handling, human-review triggers and messages for inquiries outside scope. The outline should distinguish intake information from legal advice.
05Handoff specificationA written review of where completed inquiries should go, who owns follow-up, what information should accompany the inquiry and what should happen if a handoff fails. Any CRM, case-management or automation connection must be confirmed for the proposed scope.
06Implementation approval checklistA sign-off list covering attorney review, disclosures, privacy wording, accessibility, language support, contact alternatives, routing and staff readiness before the experience is placed on the firm website.