01Review eligibility and exclusion planA documented review of which client or matter milestones may trigger an invitation, which matters require exclusion, and which office role approves the rules. The firm supplies the legal and privacy boundaries.
02Neutral invitation copyReview-ready invitation wording designed for honest feedback, with language-sensitive versions considered only for languages the firm actually supports. Wording should not request a particular rating or sentiment.
03Privacy-aware approval protocolA review path for sensitive matters, including the situations in which a response or invitation should be held for responsible-attorney approval. This is an operational review, not a certification of legal compliance.
04Public response guidanceA practical set of response principles for favorable, critical, ambiguous, and apparently inauthentic reviews, with emphasis on avoiding confidential information and individualized legal advice.
05Profile maintenance reviewAn examination of the actual office profile and its public presentation, with attention to accuracy, consistency, and the distinction between measured review activity and unverified ranking claims.
06Reputation activity reporting scopeA discussion of which review counts, response activity, approval events, and policy issues the firm wants to monitor. Do not assume that a dashboard or metric is included unless the final scope confirms it.