# Review a law firm’s first-enquiry journey.

By Hilvy. Updated 2026-10-25.

Choose one practice area and a prospective-client scenario. Use fictitious information; this worksheet is not legal advice or an intake record.

Output: A practice-page brief, profile links and an agreed initial-contact boundary.

- [ ] Describe the situation in plain language.
  Write the client problem before naming the legal practice category.
  Keep: A searcher’s question and matching practice page.
  Owner: ____________________
  Notes: ____________________

- [ ] State the scope and jurisdiction.
  Ask the practice owner to confirm matters handled and important exclusions.
  Keep: Approved scope wording and reviewer.
  Owner: ____________________
  Notes: ____________________

- [ ] Connect relevant people and evidence.
  Verify biographies, qualifications and permission for published matter descriptions.
  Keep: A current profile and evidence list.
  Owner: ____________________
  Notes: ____________________

- [ ] Inspect the initial contact.
  Check the fields, expectations and instructions about confidential material.
  Keep: Intake boundary and receiving contact.
  Owner: ____________________
  Notes: ____________________

- [ ] Plan future updates.
  Identify who reviews lawyer departures, office changes and outdated articles.
  Keep: Content owners and review dates.
  Owner: ____________________
  Notes: ____________________

A blank review worksheet from Hilvy. Checkbox changes on the web page are not included in this download.
This is not an audit, certification, legal advice or a guarantee of search performance.
https://www.hilvy.io