01Fort Pierce North service-area intake mapA review document identifying the locations your firm serves, the jurisdiction facts to capture and the matters that require attorney confirmation. It should distinguish Fort Pierce North from St. Lucie County and from any broader Florida service area.
02Team-first call-routing specificationA proposed review of first-ring behavior, the 20-second unanswered-call condition described by Bosseo, overflow handling, after-hours ownership and human escalation. Final routing should be confirmed against your phone environment.
03Practice-area question setAttorney-reviewed questions for contact details, matter type, timeline, location, urgency and requested follow-up. The set should state what the system must not decide or promise.
04English/Spanish scenario reviewIllustrative test cases in English and Spanish covering names, dates, jurisdiction, urgency, summaries and escalation. This is a verification exercise, not evidence of caller language preference or a claim of language availability.
05Summary and classification reviewA review of how transcripts, summaries, caller information and Potential New Client, Current Client or Other classifications would reach the people responsible for follow-up.
06Operational measurement planA firm-specific list of baseline and post-adoption measures, including unanswered calls, response time, incomplete details and escalation handling. It should avoid projected leads, revenue or case outcomes unless the firm later measures them.