1. Define what a lead means before you compare results
Bosseo’s public ROI Dashboard text says contacts can be classified as Potential New Client, Current Client or Other, with leads tagged by case type. That distinction matters for an Ewa Gentry firm because the place is a geographic designation, not a practice-area or client-intent category. A person associated with Ewa Gentry is not automatically a prospective client, and a call is not automatically a qualified matter. Before relying on totals, ask which contacts are included, how spam and existing clients are separated, and whether the firm can review the underlying call or intake record.
Recommended approach
Write a lead definition that your partners and intake team would apply consistently. Decide which statuses, case types and outcomes belong in management reporting. Ask Bosseo to demonstrate how a record moves from contact to classified lead and, where applicable, to matter or retainer. Treat any local total as unproven until the definition and underlying evidence are clear.
