01Geographic cohort viewA review of how Lakewood Park, St. Lucie County, Miami, Miami-Dade and any neighboring-city labels would be separated or grouped for the firm’s decisions. These are reporting choices, not claims about demand or performance.
02Visibility and inquiry scorecardA proposed view separating rankings, SERP features, AI citations, calls, forms, video intakes and qualified-inquiry classifications so each stage remains distinct.
03Case-type and matter-stage definitionsA written review of the firm’s definitions for practice area, Potential New Client, signed matter and unavailable data before those categories are used for ROI discussions.
04Channel attribution reviewA review of which source and page fields can be connected to contacts, and where the available evidence cannot support a confident attribution.
05Cost and revenue measurement planA decision document identifying which costs and revenue fields the firm can provide, who maintains them and when a return calculation should be withheld.
06Partner decision viewA concise management-oriented view for comparing trends, geographic cohorts, language fields, channels and matter stages without presenting missing information as zero.