01Profile and eligibility reviewA review of the firm’s actual public profile, office representation, service-area wording and client groups that may be appropriate for invitations. The firm supplies the underlying facts and makes the final eligibility decisions.
02Review-request policyA documented framework for who may be invited, when an invitation may be sent, which matters require exclusion and how the firm will seek honest feedback without conditioning a benefit on positive sentiment.
03Language and privacy reviewA review of the languages used in the firm’s client communications, the people responsible for approval and the privacy-sensitive boundaries for invitations and public responses.
04Response approval protocolA practical classification of routine, sensitive and escalated reviews, with attorney approval points for matters that could reveal confidential information or create advertising concerns.
05Professional response supportBosseo’s published product information describes responses to positive and negative reviews in the firm’s voice, with sensitive reviews available for approval. Exact wording, timing and posting permissions should be confirmed during scope review.
06Reputation measurement planA defined set of review-related measures, such as count, rating, recency, invitation coverage and response status, with separate treatment for map visibility, advertising eligibility and matters signed.
07Related-service assessmentA decision about whether Reputation & Reviews should remain standalone or be considered with automation, intake, Local Services Ads, Programmatic SEO, AI SEO, ROI Dashboard or another Bosseo product. No connection should be assumed before it is confirmed.