1. Define the journey before reviewing the screen
Bosseo’s public description says the ROI Dashboard can bring rankings, SERP features, AI citations, calls, forms, intakes, leads, case types, source attribution, reviews and trends into one view. It also describes a path from marketing signals to calls, leads, matters and revenue. For a Hillsboro firm, begin by deciding which journey matters: a person finding the firm, making contact, becoming a potential new client, signing an engagement or producing collected revenue. Those are different events and should not be treated as interchangeable. Hillsboro’s relationship to Montgomery County also makes geographic labels important. Decide whether a record marked Hillsboro means the person, page target, call location or matter venue.
Recommended approach
Ask Bosseo to walk through each proposed stage using definitions your firm approves. Require a written distinction between inquiry, potential new client, current client, matter, signed engagement and revenue. Do not accept a single headline number as proof of return.
