1. Start with a measurement contract, not a colorful screen
A dashboard only helps when the firm and provider use the same definitions. Bosseo’s public ROI Dashboard page describes rankings, calls, leads, case-type classifications, forms, video intakes, reviews, trends and source attribution. Those labels still require operational choices. Decide what counts as a potential new client, how current clients and non-leads are separated, which practice-area labels are allowed, and whether a duplicate contact remains one lead or becomes multiple records. Downers Grove is recorded as a municipality within DuPage County, so your geographic fields should distinguish the village from the county rather than treating every nearby inquiry as a Downers Grove matter.
Recommended approach
Ask Bosseo to walk through the definitions that would apply to your account. Request a written acceptance list for lead status, case type, geography, source, matter stage and revenue fields before relying on ROI conclusions.
