For law, accounting, consulting and finance firms
Compliance and approvals
Each step below is how the work actually runs. This is not legal advice.
01
Every claim lives in the script.
02
Review rounds for the firm's compliance lead or counsel are built into the schedule.
03
Nothing posts without written sign-off.
04
An NDA is available.
05
Raw footage and client names stay private unless you approve them.
We build your review step in
The note for each profession is the review we schedule. It is not a legal opinion.
Lawyers
We build your review step in for ABA Model Rule 7.1.
CPAs
We build your review step in for AICPA 1.600.
Broker-dealers
We build your review step in for FINRA Rule 2210 principal pre-approval.
Advisers
We build your review step in for SEC Marketing Rule 206(4)-1 testimonials.
This is not legal advice.
Next step
Book a call with Dane
Tell him who reviews claims at the firm. The free entry is the AI Visibility Snapshot. The paid next step is Three Question Video at $4,500.