01Firm profile and service-area reviewA review of the firm’s practice areas, accepted jurisdictions, Lake Butler and Orange County coverage, hours, consultation process and practical caller questions before the answering experience is configured.
02Call-routing and escalation planA documented decision about first-ring staff handling, the unanswered-call condition, after-hours treatment and when a human must take over. The firm should approve the final rules.
03English/Spanish scenario reviewRecommended test scenarios in English and Spanish, followed by verification of the language support available for the actual deployment. This is a review scope, not a claim that every language or scenario is supported.
04Structured intake captureA proposed set of fields for case type, timeline, contact details, jurisdiction and urgency, aligned with the firm’s actual intake needs and reviewed by the responsible attorney.
05Call record delivery reviewA review of how transcripts, case summaries, caller information, classifications and practice-area tags should reach the firm’s inbox or case-management environment, subject to confirmation of the firm’s systems and requirements.
06Intake quality reviewA review plan using the described Intake Coach capability to examine missed questions, tone and lost-conversion issues in the firm’s calls. No improvement result is promised.
07Human handoff and governance checklistA practical checklist for uncertain matters, urgent calls, current clients, callers outside the service area and questions the system should not answer without staff involvement.