01Geographic measurement mapA consultation-ready review of Braselton and its recorded relationships with Barrow, Gwinnett, Hall and Jackson counties, with separate treatment for any broader service areas your firm chooses to evaluate.
02Metric-definition worksheetA proposed review of terms such as call, lead, Potential New Client, case type, matter, retainer and revenue, with your firm deciding which definitions are acceptable.
03Attribution and journey reviewA walkthrough of how the public product description connects rankings, SERP features, AI citations, calls, forms, intakes and source attribution, with open questions identified where the scope is not established.
04Access and permissions reviewA role discussion for partners, office managers, intake leads and the Bosseo account team, including which categories of operational data each role should be able to view.
05Data-quality acceptance checklistA practical list of fields and handling questions for recordings, transcripts, classifications, duplicate contacts, missing records and disputed attribution.
06Attorney-review handoffA clear point at which your firm reviews advertising statements and professional obligations instead of treating dashboard visibility or Bosseo guidance as a compliance certification.