1. Define what “ROI” means for your Eureka practice
The Bosseo public page describes the ROI Dashboard as a live view connecting rankings, calls, leads and matters, with information organized by case type and city. It also describes leads as contacts classified as Potential New Client, Current Client or Other, and says case-type tagging is used to separate practice areas. For a Eureka firm, the first decision is not whether a number looks impressive. It is whether “lead,” “matter,” “signed case,” “city,” “source” and “revenue” mean the same thing to the people reviewing the board. Eureka’s relationship to Humboldt County makes geographic scope especially important: a Eureka city measure is not automatically a countywide measure.
Recommended approach
Bring your working definitions to the consultation. Ask how the dashboard would distinguish Eureka from Humboldt County, how duplicate or non-prospective contacts would be handled, and which event—contact, qualified intake, retained matter or received revenue—belongs in each decision. Do not use the city’s population estimate as a forecast of demand or return.
