
Intake readiness
Coordinate call handling, consultation requests, and response ownership with the firm. Confirm what information intake needs and how sensitive details are handled. Choose the next task from the review rather than repeating the calendar.
Have the firm review advertising claims and applicable professional requirements. Do not invent outcomes, guarantees, or endorsements. Use dated records rather than relying on memory at the next review.
- A written brief
- Named responsibilities
- Agreed review points




