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Professional Review Responsibility Matrix

A simple matrix for stating who reviews what, and who holds the final conclusion.

  1. 01Capture and processing — reviewed by our internal team
  2. 02Structural or engineering conclusions — licensed engineer of record
  3. 03Boundary or legal determinations — licensed land surveyor
  4. 04Final tax positions — client's qualified tax professional
  5. 05Coverage or valuation determinations — insurer or licensed appraiser

This is a print-friendly planning aid. It is not a professionally issued report and does not substitute for a scoping conversation about your specific property.

Next step

Start with the decision you need to make.

Tell us the property and the decision. You get a written scope with an exact price before anything is scheduled.