What does the ROI Dashboard describe tracking?+
Bosseo’s public page describes rankings and keyword coverage, SERP features, AI-engine citations, calls, call recordings and transcripts, lead classifications, case-type breakdowns, forms, video intakes, source attribution, review activity, and trends over time. Ask which items apply to your proposed scope and how each is defined.
Can the dashboard prove that North Liberty produces clients?+
No conclusion should be drawn from the city’s population alone. The Census records North Liberty as a Johnson County municipality with a 2020–2024 ACS 5-year population estimate of 21,125, but that does not prove demand, leads, cases, or revenue. Ask how location data is measured and reconciled with your firm’s records.
How is a lead different from a retained matter?+
A lead is a contact classification, while a retained matter is a later firm outcome. Bosseo describes Potential New Client, Current Client, and Other classifications and case-type tagging. Confirm how your firm’s matter records would be compared with those categories before calling a lead a client or assigning revenue.
How often does the information update?+
Bosseo’s public page says calls, forms, and intakes appear as they happen and rankings refresh on their tracking cycle. Ask for the applicable timing, exceptions, correction process, and recovery approach for your scope. Do not create an internal reporting deadline until those details are confirmed.
Who should be allowed to view calls and transcripts?+
That is your firm’s governance decision. The public page describes access for people a firm chooses, including partners, office managers, and intake leads, and it describes recordings and transcripts. Define role-based access and review your confidentiality, retention, and records requirements before granting access.
What should we ask before choosing the dashboard?+
Ask Bosseo to clarify geographic labels, case-type definitions, attribution, data ownership and access, update cycles, missing-data handling, corrections, permissions, and how dashboard measures relate to your own matter and revenue records. Put the answers beside written acceptance criteria.