1. Define what a Riverside result means before looking at the numbers
A location label alone cannot tell you whether a contact is valuable. Your firm may want to distinguish a new inquiry from an existing client, vendor or spam; separate practice areas; and identify whether a matter relates to Riverside or another location in the Western Connecticut Planning Region. Bosseo describes its dashboard as classifying contacts and breaking leads down by case type. It also describes source and page attribution through its Lead Attribution layer. Those capabilities are useful only when your firm agrees on the labels and the point at which a contact becomes a qualified opportunity or matter.
Recommended approach
Bring a written definition for potential new client, current client, non-lead, qualified lead, retained matter and revenue. Ask how those definitions would appear in the dashboard, who can change them and how historical records are handled. Keep Riverside, the Western Connecticut Planning Region and any wider Connecticut service area as separate geographic fields rather than combining them.
