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13Phases
40Steps
12Month rollout
Build the Evidence System Step 7 of 40

Build the Evidence System · Step 7

Identify the claims the firm wants to own

List the statements the firm wants prospective clients and AI systems to understand. Every important claim should be documented.

Examples:

  • The firm has deep experience in medical licensing cases.
  • The firm works with private equity-backed healthcare companies.
  • The firm has completed more than 500 business valuations.
  • The firm specializes in complex partnership disputes.
  • The professional has advised hundreds of medical practices.
  • The firm developed a proprietary compliance process.

Deliverable

Create a master claim inventory.

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