01Unanswered-call routing mapA written review of your current team-first routing, the 20-second fallback described by Bosseo, overflow handling and the human destinations for new, current and other callers.
02Southwest Ranches and Broward jurisdiction question setA proposed intake question set that distinguishes Southwest Ranches, Broward County and other locations relevant to your firm, without treating geography as proof of eligibility or demand.
03English/Spanish scenario reviewIllustrative test scenarios for common intake situations, subject to Bosseo verification of supported language handling and review by your responsible attorney or intake lead.
04Urgency and escalation matrixA firm-approved set of categories for urgent inquiries, existing clients, possible new matters and non-intake calls, with a named human review path for each.
05Transcript and summary review standardA practical checklist for checking caller information, case type, location, timeline, unanswered questions and required callback action after the system produces its stated transcript and summary.
06Coverage and caller-message specificationA documented approach to Eastern Time coverage, office hours, nights, weekends, holidays and overflow wording, with no implied promise of attorney availability unless your firm approves it.
07Related-service decision briefA review of whether Intake Coach, Video Intake, ROI Dashboard, Lead Attribution or Automation should be considered after the answering requirements are settled.