Noira / Firm intake checklist

Check the path
after the inquiry.

This checklist helps a firm owner and intake lead inspect the basic response path. Test with clearly marked internal inquiries, not real accident or medical details.

1 Record what arrives

• Does every website form create a receipt in the firm-approved system?
• Can staff identify the inquiry source without reading sensitive details in ad tools?
• Are repeat submissions linked rather than silently discarded?

2 Put a person on it

• Is there a named primary intake owner for each business-hours inquiry?
• Does the queue show a timestamp for the first human contact attempt?
• Is a backup person responsible when the owner cannot respond?

3 Test the edge cases

• What happens after hours, on holidays and when phones are unanswered?
• Can you see and replay a failed CRM delivery without making duplicate inquiries?
• Does an opt-out stop automated follow-up across the active workflow?

4 Define the outcomes

• Are inquiries, connected conversations and consultations reported separately?
• Does authorized firm staff confirm any signed engagement reported?
• Can you reconcile the CRM queue against call and form receipts weekly?

5 Protect firm control

• Does the firm own its domain, ad account, tracking numbers and intake data?
• Has the responsible attorney approved advertising and follow-up wording?
• Are sensitive case details excluded from ad pixels, URLs and routine alerts?