1. Define the business questions before reviewing the screen
The dashboard page describes one view for rankings, SERP features, AI citations, calls, leads and matters. It also describes breakdowns by case type and city. Those categories are useful only when your firm gives them consistent meanings. A call, form submission, potential new client, signed matter and collected fee are not interchangeable. Before a consultation, write down the questions partners actually need answered: Which contacts are potential new clients? Which practice areas are represented? Which source and page preceded a contact? Which numbers can be reconciled to the firm’s own matter records? Because Good Hope is a CDP in Riverside County, decide whether your reporting scope should be Good Hope alone, Riverside County, or a broader service area. Do not treat the Census population estimate as a forecast of legal inquiries.
Recommended approach
Ask Bosseo to demonstrate each requested question using the definitions your firm would approve. Make acceptance depend on understandable labels and a documented distinction between activity, leads, matters and revenue.
