1. Define what “ROI” means for your Huntington Park practice
The public ROI Dashboard page describes rankings, calls, leads, case types, forms, intakes, source attribution, reviews and revenue signals. Those labels still need firm-level definitions. A call is not automatically a qualified matter, and a lead is not automatically a signed retainer. If your service area includes Huntington Park and other parts of Los Angeles County, decide whether the dashboard should distinguish those geographies rather than treating every inquiry as one market.
Recommended approach
Ask Bosseo to walk through the exact definitions, available fields and calculation rules for lead, matter, retainer, revenue and source. Agree which figures are observed, which are entered by your team and which require review before a partner relies on them.
