Your copy. Your pace.

Neutral review requests

Invite eligible former clients to leave an honest review using the same neutral rule for every eligible client. Do not filter invitations by satisfaction, offer incentives, or discourage criticism. Confirm that a request is appropriate for the matter and jurisdiction, and keep both the invitation and any public response free of confidential details.

Planning workbook. This file helps you document a process. It does not connect to accounts, read records, send messages, or complete external actions. It works offline and sends no entries anywhere. Entries are not saved automatically; export or print a copy before closing. Avoid entering sensitive information.

1. Define the starting point

A private satisfaction survey must not decide who receives a public review invitation. Use eligibility criteria such as permitted contact, a completed matter, and no prior request—not whether the client seems happy.

Process owner and backup rolesWhat will count as complete?

Current handling time and exceptions

2. Walk through the process

1. Define neutral eligibility

Document the firm-approved eligibility rule. Apply it consistently without using sentiment, ratings, or a predicted review score.

We have defined the owner, required information, and completion check for this step.Step 1 working notes

2. Check communication permission

Confirm the recipient, permitted channel, completion date, and any matter-specific restriction before queuing a request.

We have defined the owner, required information, and completion check for this step.Step 2 working notes

3. Send an honest invitation

Ask for an optional, honest account of the experience. Provide the same review link to every eligible recipient and offer no reward.

We have defined the owner, required information, and completion check for this step.Step 3 working notes

4. Suppress duplicates

Keep a request timestamp and stop on opt-out. Do not chase a client repeatedly or require proof that a review was posted.

We have defined the owner, required information, and completion check for this step.Step 4 working notes

5. Review public responses

A responsible person checks any proposed response. Never confirm representation or disclose facts simply because a reviewer did so first.

We have defined the owner, required information, and completion check for this step.Step 5 working notes

3. Check the information

Use invented references in this worksheet. Keep real documents and personal records in an appropriate private system.

Reference field	Working record	Check
matter_closed_at	eligibility_date	Use an approved delay
contact_permission	send_allowed	Honor opt-outs
last_review_request	dedupe_reference	Avoid repeated invitations
neutral_eligibility	policy_version	No sentiment gate
public_response	staff_draft	Confidentiality review required

Source of truth and access boundaries

4. Verify the process

Use synthetic examples. Mark a check only after recording what actually happened.

A dissatisfied eligible client receives the same invitation.No incentive text is present.A prior request suppresses a duplicate.A public response revealing client facts cannot auto-publish.A named person can resolve an unclear or incorrect result.Work stops when the task is complete, withdrawn, or outside the agreed scope.A duplicate or interrupted handoff can be recovered without repeating a consequential action.Expected result, observed result, and recovery notes

5. Decide the next step

Your smallest reversible pilotReview date and decision

Retain qualified professional review for legal, accounting, tax, medical, financial, or other consequential decisions. This workbook does not certify compliance or guarantee results.