The intake-question workflow: turning client questions into pages AI can cite

You already know what to write about. It is whatever your front desk hears ten times a week: how long does this take, what does it cost, do you take my insurance, how are you paid. Those are the questions people type into Google and ask ChatGPT, and the firm that answers them clearly is the one that gets cited by name.

Most firms skip this and write about their own news instead. So here is a simple workflow to turn intake questions into pages, with one step most content guides leave out: checking each page against your industry's advertising rules before it goes live.

Step 1: Collect the questions

For two weeks, ask whoever answers your phone and inbox to write down every question a new client asks before they hire you. Keep the wording people actually use. Leave out names and anything that could identify a client or patient. Ten to twenty questions is plenty to start.

Step 2: Match each question to a page

Group the questions by service. A big question that deserves its own page, such as "How long does an uncontested divorce take in Miami-Dade?", becomes a guide. Smaller ones become sections on the matching service page. Every answer should live where a reader would look for it.

Step 3: Answer first, then explain

Put the direct answer in the first one or two sentences. Then explain what can change it: the jurisdiction, the type of case, the patient's coverage, the size of the account. AI tools tend to lift that opening answer, so it has to stand on its own. Use the question itself, or something close to it, as the heading.

Step 4: Expert review

A licensed professional at your firm reads every answer for accuracy before it publishes, and their name goes on the page as the reviewer, with the date. That protects you, and it is the kind of first-hand expertise readers and search engines look for.

Step 5: Check it against your rules

This is the step most guides leave out. The same rules that govern your ads govern your website, so read each page for the claims your industry restricts:

• Law firms: no predictions of results or unverifiable comparisons, which Florida's Rule 4-7.13 treats as misleading.
• Medical practices in Florida: any ad for a free or discounted service needs the statement in Fla. Stat. §456.062.
• Wealth managers: the SEC Marketing Rule bars untrue or unsubstantiated statements, and performance needs its required presentation.
• Tax and accounting firms: Circular 230 §10.30 bars false or misleading claims, and adds conditions on published fees.
• Real estate and lending: Fair Housing language rules, and Regulation Z when a page states a rate or payment.

Our free compliance scans for law, medical, wealth, real estate, accounting, and lending read your pages against these rules. The scan does not replace your counsel or compliance officer, but it catches the common problems before anyone else does.

Step 6: One clear next step

End each answer with a single action that fits the question: book a consultation, check your eligibility, call the office. Link to one related page, not five. Then make sure the page title, heading, author, and structured data all describe what the page actually says.

Step 7: Review on a schedule

Put a "last reviewed" date on every answer and revisit it every six months, or right away when a law, a fee, or a service changes. Keep adding questions from intake as they come up. After a year, you have a library of answers built around how your clients actually talk.

Examples by industry

• Law: "What does a first consultation cost?"
• Medical and dental: "Do you take my insurance?"
• Wealth: "How are you paid, and is there a minimum?"
• Real estate: "How is the buyer's agent paid now?"
• Accounting: "Can you help with an IRS notice?"
• Hospitality: "Can we bring our own caterer?"
• B2B SaaS: "How long does onboarding take?"

For more on what makes an answer worth citing, see The 10 Principles of AI-Citable Content.

Where to start

Start the question list this week; it costs nothing. Then run the $14.97 GEO Audit to see which of your pages already answer questions clearly, and which need the work first.