01Call-gap reviewA review of the firm’s unanswered-call pattern, including business-hour gaps, after-hours calls, holidays, overflow and simultaneous-call pressure. The review should use the firm’s records rather than population or demand assumptions.
02Jurisdiction and intake field mapA proposed set of fields for caller location, matter location, practice area, timing, contact information, current-client status and requested next step, subject to attorney approval.
03English/Spanish scenario reviewIllustrative test scenarios in English and Spanish to verify supported language behavior, comprehension, record quality and human escalation. Language support should be confirmed before any public claim is made.
04Coverage and escalation planA documented plan for team-first routing, the unanswered-call threshold, Eastern Time operating rules, holidays, overflow, urgent matters and the person responsible for review.
05Transcript and summary reviewA review of whether transcripts, summaries, caller information, classification and case-type tags contain the fields your team needs for callback and intake decisions.
06Connected-system scope reviewA confirmation of the delivery destination and any proposed connection to inbox, case-management, Intake Coach, Automation or Lead Attribution workflows. Unsupported integrations should not be presumed.
07Measurement planA firm-defined set of measures such as answered-call count, review time, callback completion and disposition. The plan should distinguish observed operational data from retained matters or financial outcomes.