Define what counts as a lead before reviewing ROI
The public ROI Dashboard description says leads can be classified by case type and distinguishes Potential New Client, Current Client and Other. It also describes calls as transcribed and tagged. Those labels matter because a call total is not the same thing as a qualified inquiry, a retained matter or revenue. Your firm should decide whether a referral, wrong number, existing client, vendor or inquiry outside your practice is reported separately. That decision is especially important when a dashboard compares Austell with Cobb County, Douglas County or a broader Georgia service area. The Census record identifies Austell as a municipality and records relationships with both counties; it does not establish which geographic areas your firm serves.
Recommended approach
Ask Bosseo to document the lead, matter, case-type and geography definitions used in your view. Require a written distinction between inquiry, potential new client, consultation, signed matter and revenue. Treat the definitions as an acceptance criterion before using the dashboard for budget decisions.
