01Dashboard reviewA review of the ROI Dashboard view for rankings, SERP features, AI citations, calls, forms, intakes, leads, case types, reviews and matter-related information described in Bosseo’s published product information.
02Alafaya geography viewA proposed review of how Alafaya, Orange County and any neighboring locations your firm elects to serve are labeled and separated. The scope should preserve unavailable location data rather than infer it.
03Stage definitionsA documented discussion of the firm’s definitions for inquiry, qualified inquiry, signed matter and revenue, including which fields remain unavailable when the record is incomplete.
04Channel and page attribution reviewA review of available source and page attribution, with unknown or incomplete sources identified rather than assigned to a channel without evidence.
05Case-type and language reviewA review of the categories your intake process can apply consistently, including how language information is recorded and how missing values are handled.
06Decision-ready questionsA practical set of questions for reviewing the dashboard, such as which cohorts produce qualified inquiries, which stages lack data and which cost or revenue definitions need attorney approval.