1. Define what “ROI” means before reviewing the screen
Bosseo’s public ROI Dashboard page describes a view that can include rankings, calls, leads, case types, retainers and revenue. Those terms do not automatically mean the same thing to every firm. A Martinsville practice may serve people in the city, elsewhere in Morgan County or in a wider Indiana service area. The dashboard review should therefore begin with geography and business definitions, rather than with a headline number. Martinsville is a municipality in Morgan County; the Census population estimate describes the city and does not establish the size of a legal market.
Recommended approach
Ask Bosseo to show how the proposed dashboard would distinguish Martinsville activity from activity elsewhere in Morgan County or Indiana. Decide which event is a lead, which is a qualified intake, which is a signed matter and which revenue figure, if any, the firm is prepared to enter or connect. Record exclusions for current clients, vendors, spam and unrelated calls before comparing periods.
