1. Define the journey before judging the dashboard
A useful ROI view begins with a shared vocabulary. Bosseo’s public product text describes rankings, calls, leads and matters as connected measures, with leads classified as Potential New Client, Current Client or Other and tagged by case type. It also describes source attribution by channel and page. Before evaluating the product, your partners should decide what counts as an inquiry, a potential new client, an accepted intake, a signed matter and revenue. Those are different events. A call about a Northbrook matter is not automatically a qualified lead, and a lead is not automatically a retained client. The geographic relationship matters because your firm may serve Northbrook while also receiving inquiries from elsewhere in Cook County or from areas outside your intended service area.
Recommended approach
Bring a written event dictionary to the consultation. Ask Bosseo to show where each event appears, who can change its classification, and how duplicate, spam or existing-client contacts are handled. Treat Northbrook as a service-area label to test, not as proof of legal demand or financial return.
