What does the ROI Dashboard cover?+
Bosseo’s public product page describes rankings, SERP features, AI citations, calls, forms, video intakes, lead classifications, case-type breakdowns, source attribution, reviews, trends and revenue-related views. Ask which elements apply to your proposed scope and how each is defined.
Can it tell me how many Keyes cases my firm will receive?+
No future case volume should be assumed. A Keyes population estimate does not prove demand, and a dashboard measurement does not guarantee leads, matters or revenue. Use the consultation to decide what observed events you want to track.
How are leads different from calls?+
The public page describes calls as logged, recorded and transcribed, while contacts are classified as Potential New Client, Current Client or Other. Ask how your firm’s records will be classified and how forms and video intakes are counted alongside calls.
Can I connect a lead to its source?+
Bosseo describes source attribution that ties a lead to the channel and page that produced it, including examples such as organic, Local Services Ads, news pages and AI referrals. Ask how multiple touchpoints and uncertain attribution are handled for your firm.
Who can access the dashboard and call records?+
Bosseo says partners, office managers and intake leads can be given access, and says the firm and the Bosseo team running the account can see the firm’s operating data. Confirm the exact roles, recording permissions and access-removal process before adoption.
How often does the information update?+
Bosseo describes calls, forms and intakes appearing as they happen and rankings refreshing on their tracking cycle. Ask what that cycle is for each relevant metric, how delays are shown and how missing or corrected records are handled.