
Intake readiness
Coordinate call handling, consultation requests, and response ownership with the firm. Confirm what information intake needs and how sensitive details are handled. Look for gaps between what the business offers and what visitors understand.
Have the firm review advertising claims and applicable professional requirements. Do not invent outcomes, guarantees, or endorsements. Review the whole path instead of judging one screen in isolation.
- A written brief
- Named responsibilities
- Agreed review points




