1. Build a review process around Fontana service coverage
Fontana is a municipality in San Bernardino County, not a substitute for your firm’s service-area definition. A firm may serve Fontana while also handling matters elsewhere in the county or California, but those relationships should be stated accurately. Bosseo describes automated review requests for real clients and says timing rules can be connected to moments such as a signed engagement, a won motion or a closed case. For a Fontana practice, the decision is not simply whether to request more reviews. It is whether the firm can identify appropriate clients and matters without exposing confidential information or implying an outcome.
Recommended approach
Before implementation, define the geographic language your firm uses, the matter events that may trigger a request, the matters that must be excluded, and who can approve exceptions. Keep any Fontana reference tied to actual service coverage rather than using the city’s population as evidence of likely demand.
