01Temple Terrace jurisdiction reviewA review of the location questions your firm wants answered, including Temple Terrace, Hillsborough County and any additional service areas you specify. Scope should distinguish caller location, incident location and jurisdiction rather than assuming they are identical.
02Coverage and routing mapA documented review of first-ring team routing, the 20-second unanswered-call condition, after-hours handling, holidays and overflow. The review should identify where human escalation is required.
03English/Spanish scenario reviewIllustrative test scenarios for greetings, contact capture, practice-area routing, urgency and human handoff. Language support should be verified before your firm relies on or advertises it.
04Intake field and classification planA proposed review of case type, timeline, contact details, location, urgency and Potential New Client, Current Client or Other classification. Your firm decides which fields are appropriate.
05Transcript and summary delivery reviewA review of whether caller information, transcripts, summaries and tags should go to an inbox or case-management destination, with responsible reviewers and escalation rules identified.
06Call-quality coaching reviewA review of the Intake Coach capability and whether feedback on missed questions, tone and lost conversions fits your firm’s intake standards.