01Team-first call-routing reviewA review of how your existing number sends calls to your staff first and when an unanswered call should reach AI Answering. Bosseo’s published product information describes a 20-second unanswered-call threshold; confirm the rule for your phone setup.
02Orange City and Volusia County intake scopeA proposed question set for caller location, incident location, court or jurisdiction and matter type. This is a review scope for attorney approval, not a claim that the system decides jurisdiction.
03English/Spanish scenario reviewIllustrative test scenarios in English and Spanish to verify supported language handling, terminology, contact capture and escalation. Do not treat language at home as evidence of proficiency or demand.
04After-hours and Eastern Time coverage planA schedule review covering nights, weekends, holidays and overflow, with explicit decisions about who receives urgent human escalation.
05Call-summary and classification designA proposed structure for reviewing transcripts, case summaries, caller information and the Potential New Client, Current Client or Other classifications described in Bosseo’s published product information.
06Intake-improvement reviewA review of Intake Coach feedback on missed questions, tone and lost conversions, subject to confirmation of the applicable configuration and your firm’s review standards.
07Implementation decision briefA written list of approved questions, prohibited statements, escalation triggers, recipients and review responsibilities for your firm to accept, change or decline.