01Pinecrest call-flow reviewA review of your current unanswered-call, overflow, after-hours and holiday paths, including the Pinecrest and Miami-Dade jurisdiction details your team needs captured.
02Firm profile and intake-field scopeA proposed scope for practice areas, office information, hours, consultation process, caller contact details, matter location, timeline and urgency. Confirm the final fields with your firm.
03English/Spanish test-scenario reviewRecommended test scenarios for English and Spanish conversations, with verified language support, clarification handling and human escalation checked before relying on the flow.
04Transcript and summary destination reviewA review of how transcripts, case summaries, caller information and classifications would be delivered to the inbox or case-management destination selected by the firm.
05Escalation and responsibility mapA documented decision review for Potential New Client, Current Client and Other calls, including who reviews urgent messages and who owns callbacks.
06Intake improvement reviewA review of the available Intake Coach and tagging approach, focused on missed questions, tone, record completeness and consistent call disposition rather than unsupported performance promises.