01Geographic cohort mapA review of how Mims, Brevard County and other intentionally served locations would be labeled and kept separate. The scope should identify unavailable or ambiguous location data rather than infer it.
02Stage-definition worksheetA firm-approved vocabulary for inquiry, Potential New Client, qualified inquiry, consultation, signed matter and revenue. The definitions should be reviewed by the responsible attorney or firm leader.
03Visibility and inquiry viewA review of the dashboard’s supported ranking, SERP-feature, AI-citation, call, form and intake fields, with clear separation between visibility signals and client-stage outcomes.
04Case-type classification reviewAn assessment of how calls and contacts are tagged by practice area and classified as Potential New Client, Current Client or Other, including a method for reviewing questionable classifications.
05Source and journey reviewA review of available channel, page and source fields, including how missing attribution is displayed and how dashboard records can be compared with the firm’s intake records.
06Cost and revenue definition reviewA written decision about which actual costs and revenue fields the firm will use, when each stage is counted and how estimated or unavailable values remain separate from confirmed figures.
07Partner review scorecardA concise set of recurring questions for reviewing geographic cohorts, case types, stage movement, attribution gaps and data quality without treating a single metric as proof of return.