1. Define what “ROI” means for your Frankfort practice
Bosseo’s public ROI Dashboard page says the dashboard can show leads and matters by case type, and describes a connection to retainers and revenue. That makes field definitions central to evaluation. A call, form submission, potential new client, signed matter and collected fee are different events. A firm serving Frankfort and Franklin County should decide whether its review will cover only Frankfort, all of Franklin County, or a wider service area.
Recommended approach
Ask Bosseo to walk through the exact definitions used for contact, potential new client, current client, other contact, matter, retainer and revenue. Request a written geographic convention for city and county reporting. Do not approve a dashboard view until the partners agree which event marks a lead and which event marks a return.
