1. Define what “ROI” means for your Colton practice
The dashboard page describes rankings, calls, leads, case types, retainers and revenue as connected measures. Those terms still need a firm-approved meaning. A call is not automatically a potential new client. A lead is not a signed matter. A matter is not revenue until your firm’s accounting definition is met. If your practice serves Colton and other parts of San Bernardino County, decide whether the dashboard should distinguish city, county and broader service areas. Do not use Colton’s population estimate as a forecast of cases or income.
Recommended approach
Before reviewing a demonstration, write down the events that matter to your firm: inquiry, qualified potential client, consultation, retained matter and collected revenue. Ask how each event is represented, who can change its classification and how corrections are recorded. Require a clear answer for whether geography is attached to a call, form, page, lead or matter.
