01Practice-area intake mapA written map of the practice areas, service locations and initial questions the firm wants visitors to answer. The firm should approve the scope before implementation.
02Mobile and accessibility reviewA review of the proposed experience across mobile use, slower connections, keyboard access and available text or contact alternatives.
03Language-preference and alternative-contact planA decision record showing how language preference is collected, which translations are supported, and what alternative the firm offers when a requested language is unavailable.
04Qualification and routing rulesAttorney-reviewed rules for case type, urgency, fit and human follow-up, including the boundaries of what the intake should not promise.
05Submission destination reviewConfirmation of the intended inbox, CRM, case-management destination or other approved destination, without assuming a connection that has not been verified for the firm.
06Measurement questionsA short list of measures the firm should define, such as completed intakes, review time and disposition. These are recommended review points, not promised outcomes.