01Kendall West intake scopeA review document defining how the firm will identify Kendall West, Miami-Dade County and other relevant jurisdictions during calls, without treating geography as proof of eligibility or demand.
02Unanswered-call routing planA proposed team-first call path showing when the firm answers, when AI Answering can step in, and which human role reviews the resulting information.
03Practice-area question setA firm-approved set of intake topics covering matter type, timeline, contact details and other information the attorney authorizes the system to collect.
04Language verification reviewEnglish and Spanish test scenarios, if selected by the firm, with a review of supported language behavior, terminology and human escalation. Support must be verified rather than assumed.
05Urgency and escalation matrixA decision document describing how the firm wants urgent callers classified, where summaries should go and which situations require human handling.
06Transcript and delivery reviewA review of the proposed transcript, summary, classification and case-management or inbox destination, including ownership of follow-up.
07Implementation decision briefA concise record of approved scope, unresolved questions, responsible reviewers and the firm’s decision on whether to adopt AI Answering individually or connect it with other Bosseo products.