What does the ROI Dashboard describe tracking?+
Bosseo’s public page describes keyword rankings, Top 3 and Top 10 counts, SERP features, AI citations, inbound calls, call recordings and transcripts, case-type tags, forms, video intakes, source attribution, review trends and revenue-related signals. Your consultation should confirm which items apply to your firm’s configuration.
Can the dashboard prove that a Lancaster search produced a retained case?+
Not automatically. The dashboard may present source and page attribution, leads, case types and matter or revenue signals, but the firm must define those stages and reconcile them with its intake and matter records. A contact should not be treated as a retained case without supporting records.
How should we separate Lancaster from Los Angeles County?+
Treat them as different geographic fields. Lancaster is a municipality recorded in Los Angeles County. Ask how the dashboard labels search targets, callers, sources and matters so a county-level or wider result is not presented as a Lancaster-city result.
Is the dashboard a replacement for our matter and accounting records?+
Do not assume that it is. Use the consultation to determine what the dashboard displays and how it relates to your intake, matter and financial records. Keep the firm’s authoritative records for legal, operational and accounting purposes unless a documented arrangement says otherwise.
Who should review access to calls and transcripts?+
Your firm should identify the partners, intake personnel and administrators who need access, then ask Bosseo how permissions and corrections work. The public page describes firm access and call transcripts, but it does not establish your firm’s privacy, retention or professional-responsibility configuration.
Does a dashboard guarantee rankings, indexing or revenue?+
No dashboard view should be treated as such a guarantee. Review measured activity and business records separately, and make decisions using definitions and evidence your firm can support.