1. Define what “ROI” means for your firm
A Rancho Cucamonga firm may receive inquiries from several places while serving clients across San Bernardino County or elsewhere in California. A population estimate for Rancho Cucamonga cannot tell you which practice areas generate viable matters. Your first decision is to define the business events that matter: a contact, a potential new client, a qualified intake, a signed matter, or revenue. Bosseo’s public ROI Dashboard page describes leads and matters by case type, along with retainer and revenue information. Before adopting those labels, ask how your firm wants current clients, vendors, spam and prospective clients separated, and which event should count as a conversion.
Recommended approach
Bring your current intake definitions to the review. Ask Bosseo to map each proposed dashboard label to a firm-approved definition and identify which records are measured directly versus entered or connected through another service.
