01Review-policy working sessionA structured review of eligible clients, matter-sensitive exclusions, communication preferences, approval responsibilities and the firm’s rules for honest invitations.
02Language and privacy reviewA review of which invitation languages the firm can support and which communications or matter categories require additional care. No language support or client data should be assumed without the firm’s confirmation.
03Review-invitation planA proposed process for inviting real clients to leave honest feedback, including timing decisions the firm can approve. The plan should not condition participation on positive sentiment.
04Response-approval protocolA practical distinction between routine responses and sensitive reviews, with an approval path for communications that could reveal representation, confidential facts or disputed matter details.
05Profile-response managementBosseo can scope support for maintaining the actual office profile, responding in the firm’s approved voice and handling policy concerns without inventing customers or review content.
06Reputation activity reportingA review of agreed activity measures, such as invitations and response handling, kept distinct from unsupported claims about rankings, inquiries, matters or revenue.