
Intake readiness
Coordinate call handling, consultation requests, and response ownership with the firm. Confirm what information intake needs and how sensitive details are handled. Turn the findings into a short list of actions and owners.
Have the firm review advertising claims and applicable professional requirements. Do not invent outcomes, guarantees, or endorsements. Record the date, reason, and owner of important changes.
- A written brief
- Named responsibilities
- Agreed review points




