01Profile and policy reviewA review of the actual public profile, current review activity, response patterns and relevant platform requirements. The scope should identify open questions rather than assume rankings, eligibility or demand.
02Invitation policy and timing planA documented decision about which real client milestones may trigger an honest request, which matters require exclusion or attorney approval and how the firm will avoid sentiment-based review gating.
03Privacy-aware response rulesResponse categories and approval thresholds for routine, negative, sensitive, suspected non-client and policy-related reviews. The responsible attorney retains authority over legally sensitive communications.
04Review request and response copyFirm-specific wording for invitations and public replies, subject to attorney review. Copy should avoid promises, confidential facts, incentives and instructions to express a particular sentiment.
05Negative-review handling pathA practical path for public acknowledgment, private follow-up and documented platform-policy review when a post may violate applicable rules. Removal is a request, not a guaranteed result.
06Reputation reporting scopeAn agreed set of review-process measures—such as requests sent, reviews received, responses pending approval and recurring service themes—kept distinct from rankings, leads and revenue.