1. Define what a Vallejo lead means before reviewing a number
Bosseo’s public description says the dashboard classifies contacts as Potential New Client, Current Client or Other, and breaks leads down by case type. That distinction matters for a firm serving Vallejo because a contact may be associated with Vallejo, Solano County, another location, an existing matter or a matter outside the firm’s practice. The city’s recorded county relationship can help establish the geographic labels you want to examine, but it cannot establish that any category represents viable demand. Before relying on a dashboard total, ask whether location, practice area, referral source and matter status are defined consistently.
Recommended approach
Bring your own written definitions for a Vallejo inquiry, a Solano County inquiry, a qualified intake, a signed matter and revenue. Ask Bosseo to show where each definition appears, who can change it, and how ambiguous contacts are handled. Treat the consultation as a data-definition review rather than accepting an attractive total at face value.
