1. Define what “ROI” means before reviewing a Georgetown report
The public ROI Dashboard page describes rankings, calls, leads, case types, source attribution and revenue-related signals in one view. Those terms are not interchangeable. A call may be an existing-client matter, a vendor inquiry, spam or a potential new-client contact. A lead is described on the public page as a contact classified as a Potential New Client, with Current Client and Other treated separately. A signed matter is a further step, not a synonym for a call. Because Georgetown is a town within Sussex County, decide whether your firm wants to distinguish town inquiries from broader county or Delaware activity rather than combining every contact under one geographic label.
Recommended approach
Ask Bosseo to show the definitions used for calls, leads, matters, case types, locations and revenue-related fields. Write acceptance criteria in plain language: what must be visible, what must be excluded, and which records require review before a partner uses them for a budget decision.
