1. Define what the dashboard should count for a Kula practice
A dashboard is only useful when the firm agrees on the difference between a call, a contact, a potential new client, a current client and other activity. Bosseo’s public ROI Dashboard page says contacts can be classified into those categories and that leads can be tagged by case type. It also describes call recordings, transcripts and summaries as part of the dashboard view. For a firm serving Kula and Maui County, that distinction matters because the geographic label on an inquiry may not explain whether the matter is within the firm’s intended service area.
Recommended approach
Before adopting any dashboard, ask Bosseo to define each status, case-type label and geographic field in writing. Decide whether a matter is counted when someone calls, submits a form, completes an intake or meets a separate qualification standard.
