01Review invitation planA proposed process for identifying eligible real clients, selecting appropriate timing and reviewing invitation language. Final eligibility and wording should be approved by the firm.
02Privacy and sensitivity rulesA written set of exclusions and escalation conditions for matters, names, allegations and other information that should not be discussed publicly.
03Response approval frameworkA practical distinction between routine responses and reviews that require attorney review before publication, based on the firm’s instructions and risk tolerance.
04Review response supportProfessional responses for the firm’s profile, with sensitive items routed for approval where the selected scope supports that treatment. Responses should not disclose confidential information.
05Negative-review handling planA review of possible public-response language and a separate policy-reporting path where a review may violate applicable platform rules. Eligibility for removal must be assessed case by case.
06Reputation measurement briefA proposed set of profile measures—such as review count, rating, recency and response coverage—along with questions for connecting those measures to the firm’s own intake records.