Practical planning considerations for this type of project. The scope and checks depend on the firm, its information and the systems involved.
Make the first step manageable
Ask for the information needed to determine the next step, with a route to assistance for people who cannot complete a form. Treat sensitive details and access permissions as part of the design.
Support the receiving team
Agree how enquiries are reviewed, assigned and followed up. A structured handover can make missing information visible while keeping the decision to accept work with the service.
Match the rollout to available resources
Assess ongoing licensing, administration and training needs alongside the initial setup. Test the proposed workflow with staff and define who will maintain the configuration after launch.