1. Define what “ROI” means for your Tempe practice
A dashboard can show many numbers without answering the question a managing partner actually has. Before evaluating Bosseo, decide whether ROI means marketing cost compared with signed matters, collected revenue, qualified potential-client contacts, or another firm-defined measure. Those are different records and should not be treated as interchangeable. Bosseo’s public description says its dashboard can connect leads and matters to real revenue and break leads down by case type. During review, ask which events are visible, which are entered by your team, and what evidence supports a movement from inquiry to matter.
Recommended approach
Write a short measurement dictionary for the practices you serve in Tempe and elsewhere in Maricopa County. Include definitions for call, form, intake, potential new client, current client, matter, signed case and revenue. Ask Bosseo to map each definition to the proposed dashboard view and identify any field your firm would still need to maintain.
