Collect the current service catalogue, approved firm description and public material used to explain an engagement. The reviewer should identify what may be reused unchanged and what needs a factual update. If the website includes team profiles or qualifications, confirm the wording and publishing permission instead of assuming that a biography from another document is ready for a public page.
Review a few anonymised first-contact scenarios. One prospect may fit a well-defined service; another may have a question that spans several disciplines; a third may be outside the firm’s scope. Determine what the website should explain before contact and what the team will clarify privately. That exercise is more useful than adding a long form that attempts to diagnose every situation before a human conversation.
Agree how a future service or evidence update is approved. A new page can affect navigation, related offerings and contact routing. The website handover should show the editor those relationships and preserve useful existing URLs. Remote review works best when the firm’s service owner validates the substance and the website team presents concrete page journeys to assess. The result is a bounded publishing and enquiry scope, with unresolved dependencies visible before release.