1. Define the journey before you judge the return
The dashboard page describes one view for rankings, calls, leads and matters, with leads grouped by case type and source attribution available through the Lead Attribution layer. That gives a Harvey firm a useful structure for asking what happened between visibility and a potential client’s contact. It does not, by itself, establish that a particular Harvey search produced a call or that a call became a signed matter. The firm must decide which events count, which practice-area labels are meaningful and which later outcomes it is prepared to record.
Recommended approach
Bring your definitions to the consultation. Separate a ranking, an inquiry, a potential new client, a current client and an accepted matter. Ask how the dashboard distinguishes those categories, how case types are assigned and what evidence connects a source or page to a lead. Keep Harvey, Jefferson Parish and any broader Louisiana service area as distinct geographic questions rather than treating them as interchangeable.
