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 city, all of Franklin County, or a wider service area. The Census record establishes the city–county relationship, but it does not establish which geographic areas produce clients.
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.
