1. Build reputation from real client experience
Bosseo’s published product information describes review requests to real clients and a process for continuing to ask clients at appropriate points. The objective is not to manufacture proof. It is to make an honest request less dependent on whether a staff member remembers to ask. For a Sweetwater firm, the first review is whether the firm has a defensible list of matters or clients who may be contacted without disclosing confidential information or implying a result that cannot be shared publicly.
Recommended approach
Map possible request moments with the responsible attorney and staff. Exclude matters, people or circumstances where contact would be inappropriate. Ask for an honest review rather than a positive review, and retain a way for the firm to pause or approve sensitive outreach.
