01Service areaConfirm that South Miami Heights and Miami-Dade County reflect the firm’s actual acceptance area, and decide what location information is relevant to each practice area.
02Coverage gapReview when calls currently reach voicemail, go unanswered or encounter overflow. Compare those periods with the team-first routing model described by Bosseo.
03Approved intakeList the questions the AI may ask and the questions it must not answer. Include matter type, timeline, contact details, location and urgency only where appropriate.
04Language verificationTest recommended English and Spanish scenarios, verify supported language behavior and define the human path for callers who need another language or clarification.
05EscalationSet human-review rules for urgency, unclear jurisdiction, possible conflicts, existing clients and any situation that should not remain in an automated exchange.
06Record handlingChoose the inbox or case-management destination, identify reviewers and check access and confidentiality requirements before relying on transcripts or summaries.
07EvaluationDecide how the firm will review answer coverage, field completeness, classification accuracy, callback disposition and escalation quality using its own records.