1. Define the journey before judging ROI
The dashboard page describes a connected view of rankings, calls, leads and retainers or revenue. That promise is useful only when the firm agrees on the transitions between those categories. A phone call is not automatically a potential new client. A potential new client is not automatically a signed matter. A signed matter is not automatically collected revenue. The page states that contacts can be classified as Potential New Client, Current Client or Other, and that leads can be tagged by case type. Those definitions should be compared with the firm’s own intake and matter terminology.
Recommended approach
For North Chicago work, begin with a written definition for each stage the partners actually use. Keep North Chicago city and Lake County service areas distinct in the review; the Census records North Chicago city as a municipality in Lake County, but its population estimate does not establish legal demand, lead volume or revenue. Ask Bosseo to show where each stage appears and what evidence supports a move from one stage to the next.
