Begin with a fictional request.
Choose a practice-area inquiry or repeated document-status task. Identify the intended staff team and current website, CRM or practice-management tools.
Choose help that understands the firm's first-contact process.
A useful proposal explains the public page, what introductory information is appropriate and the next staff action.
Confirm professional review.
The firm approves public claims, introductory fields, confidentiality, retention and communications. A developer should not choose conflict-check or matter-acceptance rules.
Compare supported options.
Ask what existing tools can remain and which vendor interfaces support the task. A private portal or migration needs its own agreed scope.
Look beyond a successful screen.
Use fictional details to check where the request arrives, duplicates, unclear routing and failed updates. A receipt should not imply that the firm has accepted representation.
Confirm the handover.
Agree on code, accounts and documentation ownership, routine content approval and responsibility for incomplete work and vendor connections.