9 specs

Agency & Vendor Oversight

What you are paying agencies and lead vendors, and what you are actually getting. Reporting reconciliation, asset ownership, deliverable checks, and contract exit terms.

Read this before you run anything in this category

These specs are written to establish facts, not to build a case. Every one reports observed gaps and the mechanism behind them, and none concludes that a vendor or agency acted in bad faith — because the most common answer is a definitional mismatch or a gap in your own intake, and the second most common is something a contract already addresses. Before you put a finding in writing to a counterparty, read your agreement and have counsel look at it.

9 specs
PB-001

AEO Vendor Effectiveness Check

Tests whether your AI visibility vendor is actually moving citations, or whether the market moved without them.

WSWeb SearchGSGoogle Sheets
Agency & Vendor Oversight
PB-004

Agency Contract Terms Map

Pulls the notice periods, renewal dates, ownership clauses, and exit terms out of every marketing agreement you have signed.

GDGoogle DriveDDropboxBBox
Agency & Vendor Oversight
PB-005

Agency Reporting Reconciliation

Reconciles what your agency reports against what your case management system actually recorded.

FFilevineLDLead DocketMAMeta Ads ManagerGAGoogle Ads+1
Agency & Vendor Oversight
PB-015

GBP Management Audit

Tells you whether whoever manages your Google Business Profile is actually doing anything measurable.

GBGoogle Business ProfileGSGoogle Sheets
Agency & Vendor Oversight
PB-018

Lead Provenance & Duplicate Audit

Finds the same claimant sold to you twice, and the leads whose consent documentation would not survive a look.

LDLead DocketFFilevineGSGoogle Sheets
Agency & Vendor Oversight
PB-019

Lead Vendor Scorecard

Ranks every lead vendor by cost per resolved case, not cost per lead — by tort, by cohort, with the adverse patterns broken out.

FFilevineLLitifyLDLead DocketQQuickBooks+1
Agency & Vendor Oversight
PB-021

Marketing Asset Ownership Audit

Establishes which of your marketing accounts you actually own, and which your agency would keep if you left tomorrow.

MAMeta Ads ManagerGAGoogle AdsGAGoogle Analytics 4GSGoogle Search Console+2
Agency & Vendor Oversight
PB-032

SEO Retainer Deliverable Check

Checks what the retainer promised against what actually shipped, and whether the shipped work is live and indexed.

GSGoogle Search ConsoleAAhrefsGDGoogle DriveDDataForSEO
Agency & Vendor Oversight
PB-039

Vendor Fall-Out Analysis

Traces where cases from each vendor die after signing, what the file says the reason was, and how late you caught it.

FFilevineLLitifyCCasePeerQQuickBooks
Agency & Vendor Oversight