01Practice-area intake mapA reviewable outline of the practice areas the Northdale-facing experience will address, with the intended service boundary and a clear path for matters outside scope.
02Question and branching outlineA proposed sequence of short, practice-specific questions covering the information your firm needs to review case type, urgency and fit. Final wording should be approved by the firm.
03Visitor-choice and accessibility planA plan for mobile presentation, low-bandwidth use, language-preference questions, supported-translation confirmation and text or contact alternatives.
04Qualification and routing rulesA written review of which answers should identify a follow-up priority, which matters require human review and who receives each completed intake.
05Submission and response copyDraft visitor-facing language for the start screen, consent or disclosure area, completion message, alternative contact route and expectations after submission.
06Implementation reviewA decision session covering the website placement, the selected Video Intake scope, any requested connection to the firm’s systems and the attorney’s review responsibilities.