01Firm and service-area intake profileA review of the information callers should hear and the locations your firm serves, including Thonotosassa and the Hillsborough County scope you approve. The review should distinguish service-area capture from a promise that every caller qualifies for representation.
02Team-first call-routing planA documented review of first-ring staff ownership, the unanswered-call handoff, after-hours coverage, overflow handling and the people responsible for returning calls. Confirm the product behavior and the firm’s phone-system rules before relying on them.
03Call-question and escalation designA recommended set of intake topics covering general matter type, timeline, location, contact details and urgency, with human-escalation decisions approved by the responsible attorney. This is an intake design review, not legal advice or a case decision.
04English/Spanish scenario reviewIllustrative test scenarios for the languages your firm wants to evaluate, followed by verification of the actual configured support, caller experience, summary output and human handoff. Language support should not be published until the firm confirms it.
05Transcript, summary and classification reviewA review of how Potential New Client, Current Client and Other calls are identified, how case-type tags are used and where transcripts, summaries and caller details are delivered. Confirm access, ownership and appropriate internal handling.
06Intake improvement reviewA possible review of the Intake Coach experience for calls handled by staff and AI Answering, including feedback on missed questions, tone and lost conversions. Decide whether coaching belongs in the firm’s scope after the core call workflow is clear.