01Practice-area intake mapA review document showing the practice areas, service geography and visitor decisions the Video Intake experience should address for the firm.
02Question and branching outlineA proposed outline of short, practice-specific questions, including where answers change the next step and where the visitor receives a contact alternative.
03Mobile and accessibility reviewA review of the intake experience on mobile devices and under low-bandwidth conditions, including navigation, readability, error handling and accessible alternatives.
04Language and contact-option planA confirmed list of language preferences, supported translations if available, text alternatives and direct contact routes. Unsupported translations should be identified rather than implied.
05Qualification and routing rulesA proposed review of case-type labels, fit questions, urgency handling, staff ownership and the destination for completed inquiries.
06Website placement reviewA review of where the Video Intake widget should appear on the existing website and how its invitation should be worded without making unsupported legal or performance claims.
07Attorney and compliance review listA list of statements, disclaimers and advertising questions for the responsible attorney to review against applicable Florida Bar guidance before use.