01Profile and policy reviewA review of the firm’s actual public profile, existing review activity, response practice and relevant platform requirements. The scope should identify open decisions rather than assume eligibility or promise a ranking result.
02Review-request planA proposed audience, timing, message and exclusion framework for inviting honest feedback from real clients, subject to the firm’s approval and applicable rules.
03Language and privacy rulesA documented set of approved languages, translation responsibilities, matter exclusions and escalation conditions for invitations and responses.
04Response approval frameworkResponse categories for routine positive reviews, negative reviews, sensitive content and possible policy violations, with attorney approval points where appropriate.
05Review activity reportingA review of available counts, ratings, trends, invitations and response activity. The exact reporting scope should be confirmed before implementation.
06Related-service fit reviewA discussion of whether Automation, Lead Attribution, ROI Dashboard or Local Service Ads could be relevant to the firm’s broader workflow, without assuming eligibility, integration or performance.