01Practice-area intake mapA review-ready outline of the practice areas, service locations, visitor questions, and decision points the firm wants to address.
02Mobile-first visitor flowA proposed short, video-led question path with a direct-contact or text alternative, subject to review of accessibility, bandwidth, and language requirements.
03Qualification rulesA documented set of administrative fit, urgency, and matter-type signals for the firm to approve; this is not a legal merits determination.
04Routing and ownership planA review of where completed inquiries should go, who reviews them, and how the firm handles urgent or incomplete submissions.
05Website placement scopeA proposed placement for the Video Intake experience on the firm’s website, including the visitor-facing action that starts the flow.
06Compliance review checklistA checklist for the responsible attorney to review claims, disclosures, alternatives, testimonials, and contact language before use.