What can the ROI Dashboard be used to review?+
Bosseo’s public page describes a view of rankings, SERP features, AI citations, calls, leads, case types, forms, video intakes, source attribution, reviews and trends. Ask which of these apply to your proposed scope and how each field is defined.
Can it prove that La Palma produces legal demand?+
No. A La Palma population estimate and dashboard activity cannot, by themselves, prove demand, competition, legal need, signed matters or revenue. Use the review to define what your own records can and cannot establish.
How should La Palma and Orange County appear in reporting?+
Treat them as different geographic levels. La Palma is a city in Orange County. Ask how ranking targets, pages, caller location and matter location are labeled so one level is not mistaken for another.
Does a call count as a lead?+
Not automatically. Bosseo’s page describes classifications such as Potential New Client, Current Client and Other. Ask how those classifications are assigned, how errors are corrected and which status your firm uses for management reporting.
Will every dashboard field update at the same time?+
The public page says calls, forms and intakes can appear as activity occurs and that rankings refresh on their tracking cycle. Confirm the refresh description for each field in your proposed scope rather than assuming one universal update schedule.
Who should receive dashboard access?+
That is your firm’s permission decision. Bosseo’s page says partners, office managers and intake leads may have access. Ask what each role can see, especially when recordings, transcripts or intake details are involved.
