01Service geographyWrite down whether the firm serves South Miami Heights only, Miami-Dade County more broadly or additional Florida locations. Do not let a county-level story be presented as a South Miami Heights event unless the source supports that description.
02Practice boundariesList the practice areas and legal subjects the firm can responsibly discuss, plus topics that should be excluded.
03Approval ownerIdentify the responsible attorney and a backup reviewer, if the firm chooses to use one.
04Source standardDecide what source information and update handling the firm expects when a report changes or is corrected.
05Compliance reviewHave the responsible attorney consult current Florida Bar advertising resources and decide what language requires special scrutiny.
06Measurement definitionsDefine inquiry, qualified matter and retained matter before reviewing any performance report. Do not use a population figure or publication count as a proxy for those outcomes.
07Related handoffsDecide whether the firm wants to discuss Programmatic SEO, AI SEO, ROI Dashboard, intake, automation, hosting or custom software as separate needs. Bosseo states products can be adopted individually and connected as needed; fit for a particular firm remains a decision for review.