01Service boundaryWrite whether the flow serves The Acreage, Palm Beach County or another defined area. Do not substitute population data for a service policy.
02Practice areasList the matters the firm wants to review and the matters it does not handle. Avoid building one generic path for every inquiry.
03Minimum useful informationIdentify the facts needed for an initial review and remove questions that create unnecessary friction or collect more detail than the team needs.
04Urgency handlingDefine how the flow describes urgent situations and what ordinary contact method the firm wants visitors to use, subject to attorney approval.
05Accessibility and alternativesCheck mobile controls, concise prompts, low-bandwidth behavior, text/contact options and language-preference wording.
06Human ownershipName the role responsible for reviewing submissions, correcting routing and responding when an intake is incomplete.
07Compliance reviewHave the responsible attorney review public claims, disclaimers and advertising treatment using applicable Florida Bar resources. Do not call this page a compliance certification.