01Trinity and Pasco County intake question setA reviewed question list that distinguishes the caller’s location, incident or dispute location, relevant Florida jurisdiction and urgency. It should identify which answers require human escalation.
02Team-first routing reviewA documented review of office-hour routing, the 20-second unanswered-call trigger, overflow handling, simultaneous-call capacity and after-hours ownership, based on Bosseo’s published product description and the firm’s actual phone setup.
03English and Spanish scenario reviewIllustrative test scenarios in English and Spanish, subject to verified language support. The review should examine comprehension, names, dates, locations, legal terminology, summary quality and human handoff—not infer demand from household language.
04Practice-area intake field mapA firm-approved list of caller details, timeline questions, matter categories, contact information and urgency signals to evaluate before configuration. The firm should decide which fields are mandatory for each practice area.
05Transcript, summary and classification reviewA review of how full transcripts, case summaries, caller information and Potential New Client, Current Client or Other classifications are delivered to the firm’s inbox or case-management destination.
06Human escalation and governance planA practical ownership plan for urgent calls, uncertain answers, current-client matters, attorney questions, record access and review of the assistant’s boundaries. Florida advertising and intake considerations should be reviewed by the responsible attorney.