01Practice-area intake mapA review of the practice areas the firm wants the website to support, with a proposed question path for each. Bosseo’s public product description supports separate flows by practice area; the firm must supply its qualification criteria.
02Geographic eligibility reviewA decision document for Dublin, Laurens County and any other locations the firm chooses to serve. It should state when location changes routing or requires human review, without treating population as demand evidence.
03Qualification and escalation rulesA proposed set of fit, urgency and ownership decisions based on the firm’s instructions. Attorney review should determine whether wording and advertising treatment are appropriate.
04Website Video Intake placementA review of where the guided video survey should appear on the existing website and how its invitation should be presented to visitors. Bosseo describes an embeddable widget that works with existing websites.
05Routing and follow-up reviewA consultation-level review of where completed inquiries should go, who receives them and what follow-up status should be recorded. Confirm any CRM, case-management or automation connection before describing it as available for the firm.
06Measurement planA practical list of intake stages to monitor, from started and completed through assigned, reviewed and advanced. The plan should distinguish measured operations from later business outcomes.