01Myrtle Grove and Escambia County jurisdiction guideA proposed review document listing the location questions, jurisdiction signals and escalation conditions the firm wants the answering flow to capture. The responsible attorney should approve the legal distinctions.
02Team-first call-routing reviewA configuration review of how calls reach the firm first and when unanswered calls should pass to AI Answering, including after-hours, holiday and overflow conditions.
03Attorney-reviewed intake question setA proposed set of factual questions covering case type, timeline, location, contact information and the caller’s requested next step. It should be reviewed before use.
04English/Spanish scenario reviewIllustrative test scenarios for English and Spanish conversations, with language support verified before the firm relies on either path. Language preference should not be inferred from Myrtle Grove demographics.
05Human-escalation matrixA reviewable set of rules for potential new clients, current clients, urgent situations, unclear calls and requests that require a person.
06Transcript and summary reviewA review of how transcripts, case summaries, caller information and classifications are delivered to the firm’s inbox or case management system, subject to the actual configuration.
07Intake-quality review planA proposed review of missed questions, tone, classification and escalation outcomes using the product’s described Intake Coach capability, without promising conversion or revenue results.