1. Define what “ROI” means before reviewing the screen
A dashboard can show activity without answering whether that activity matters to your firm. Bosseo’s public ROI Dashboard page describes rankings, calls, leads, case types, retainers and revenue signals in one view. It also describes contacts classified as Potential New Client, Current Client or Other. Those labels are useful only if they match your firm’s intake rules. A Belleville firm may serve the city and matters elsewhere in St. Clair County, but the dashboard should not silently treat every contact as a Belleville opportunity. Decide whether geography is recorded as the caller’s location, the matter’s location, the page that generated the contact or another field. Keep population context separate from performance conclusions: Belleville’s Census estimate does not establish how many people search for a lawyer or how many cases are available.
Recommended approach
Ask Bosseo to walk through the definitions for lead, qualified intake, signed matter, case type, source, city and revenue. Record which fields are measured directly and which require your staff to enter or confirm information.
