1. Define what a Huntley lead means before reviewing ROI
The dashboard page describes contacts as classified into Potential New Client, Current Client or Other, with leads also tagged by case type. That distinction matters when your firm serves Huntley as well as clients connected to Kane County and McHenry County. A call from a current client is not the same decision signal as a new inquiry, and a contact outside the matters you handle should not be treated as a prospective case simply because it reached the office.
Recommended approach
Before choosing a reporting setup, write down the categories your team will accept. Decide whether a lead requires a consultation request, a matter within your practice scope, a geographic connection, or another firm-defined event. Ask Bosseo to show how those definitions would appear in the dashboard and how disputed classifications would be reviewed. Do not use Huntley’s population estimate as a substitute for a demand estimate.
