01Practice-area intake mapA review-ready outline of the firm’s accepted practice areas, location questions, urgency signals and out-of-scope paths. The firm supplies the legal criteria; Bosseo can evaluate how those criteria should shape the guided experience.
02Mobile-first Video Intake experienceA proposed website intake path using short, practice-specific steps and video guidance, with mobile, low-bandwidth and accessibility considerations included for review.
03Language and alternative-contact planA clear language-preference question and a documented text or contact alternative, subject to confirmation of the firm’s supported languages and follow-up capacity.
04Routing and delivery reviewA review of where completed inquiries should go, which information should accompany them and who should receive different matter types. Any CRM, case-management or automation connection must be confirmed for the firm’s actual setup.
05Attorney review and compliance checklistA pre-approval checklist covering question wording, disclaimers, confidentiality notices, advertising review, accessibility and escalation handling. It is a review aid, not a certification of compliance.
06Measurement planA recommended set of questions for deciding what to measure, such as completed intakes by matter type, response handling and fit-review outcomes. No performance level or lead result is assumed.