01Practice-area intake mapA review document identifying the practice areas, matter types, locations and initial questions the firm wants the Video Intake experience to address.
02Visitor path and question planA proposed sequence of short, practice-specific steps, including where location, urgency, communication preference and contact alternatives should appear.
03Accessibility and language reviewA checklist for mobile use, low-bandwidth behavior, readable instructions, text or direct-contact alternatives, language-preference handling and confirmation of any supported translations.
04Routing and ownership planA documented review of where completed information should go, who owns follow-up, how different matter types are reviewed and what happens when information is incomplete.
05Website placement recommendationA recommendation for where visitors should encounter the Video Intake option and how its invitation should be explained without overstating outcomes or legal conclusions.
06Attorney-review copy setVisitor-facing prompts, alternative-contact wording and intake notices prepared for review by the firm’s responsible attorney before implementation.