
Intake readiness
Coordinate call handling, consultation requests, and response ownership with the firm. Confirm what information intake needs and how sensitive details are handled. Ask customer-facing staff which details people need before deciding.
Have the firm review advertising claims and applicable professional requirements. Do not invent outcomes, guarantees, or endorsements. Confirm that forms, phone links, and replies reach the right person.
- A written brief
- Named responsibilities
- Agreed review points




