01Practice-area intake mapA review of the firm’s accepted, declined and review-required matter categories, with Kennesaw and Cobb County geography considered where it affects eligibility or ownership.
02Question and escalation reviewA proposed scope for questions about case type, timing, fit and next steps, together with items that require attorney review instead of automated judgment.
03Ownership and routing planA decision record for who receives each category, who covers absences, where submissions appear and how unresolved or failed handoffs are identified.
04Visitor-experience reviewA walkthrough of the guided video survey on relevant devices, including the alternative route, instructions, accessibility questions and consent language the firm wants reviewed.
05Measurement definitionA measurement plan distinguishing starts, completions, accepted inquiries, declined inquiries, response status and retained matters without promising a result.
06Related-service assessmentA focused discussion of whether AI Answering, Automation, Intake Coach, Lead Attribution or ROI Dashboard fit the firm’s stated intake problem. These are separate decisions, not automatic inclusions.