1. Define what “ROI” means before you review the screen
A dashboard cannot resolve an undefined business question. Decide whether you want to examine marketing cost, potential-new-client contacts, consultations, signed matters, retainers, collected revenue or another internal measure. Those are different events. Bosseo’s public ROI Dashboard page says its leads and matters can be tied to case types and real revenue, and that source attribution can connect a lead to the channel and page that produced it. Ask how your firm’s own terms will be represented rather than assuming that every inquiry is a case or that every case can be valued the same way.
Recommended approach
Bring your preferred definitions to the consultation. Ask Bosseo to show the path from a Severance-related contact to a case-type classification and then to the firm’s chosen matter or revenue field. Keep population separate from performance analysis: the Census estimate describes Severance, not the number of people seeking counsel.
