
Intake readiness
Coordinate call handling, consultation requests, and response ownership with the firm. Confirm what information intake needs and how sensitive details are handled. Record the decision as well as the numbers behind it.
Have the firm review advertising claims and applicable professional requirements. Do not invent outcomes, guarantees, or endorsements. Explain why a change was made, not just when it happened.
- A written brief
- Named responsibilities
- Agreed review points




