1. Define what “ROI” means for an Auburn firm
The Bosseo public page describes the dashboard as a place to connect rankings, calls, leads, matters, retainers and revenue signals. It also describes leads by case type and source attribution by channel and page. Those labels are not interchangeable. A call is not necessarily a lead, a lead is not necessarily a retained matter, and a ranking is not revenue. Your firm therefore needs a written definition for the geography, case stage and financial field behind each decision.
Recommended approach
During evaluation, ask Bosseo to map your preferred funnel from inquiry to potential new client, qualified matter, retained matter and revenue signal. Decide whether Auburn and Lee County should be separate views or combined reporting scopes. Require every meeting about performance to distinguish measured activity from interpretation.
