1. Define what a Calera lead means before reviewing ROI
A dashboard is only useful when the firm agrees on what its labels mean. Bosseo’s public ROI Dashboard page says contacts can be classified as Potential New Client, Current Client or Other, and that leads can be tagged by case type. It also describes forms and video intakes as channels counted alongside calls. For Calera work, ask whether the geographic field distinguishes a person seeking service in Calera from someone elsewhere in Chilton County or Shelby County. The Census record identifies Calera as a municipality and records both county relationships; it does not establish where prospective clients come from or what matters they need.
Recommended approach
Before adopting any view, write down the firm’s definitions for contact, potential client, qualified lead, consultation, signed matter and revenue. Ask how duplicate contacts, spam, existing clients and inquiries outside the firm’s service area are handled. Require a visible distinction between recorded facts and assumptions so the dashboard cannot turn Calera’s population context into a demand claim.
