1. Define the journey before judging ROI
The dashboard page describes a connected view of rankings, calls, leads and matters, with leads broken down by case type. That can support a better conversation only if your firm first defines the journey it wants to inspect: search visibility, contact, potential new client, consultation, retained matter and revenue are not interchangeable events. A Kennebunk firm should also decide whether “local” means Kennebunk alone, York County, Maine, or another service area. Those geographies should not be merged casually.
Recommended approach
Bring a written list of your practice areas and the geographic labels you use internally. Ask Bosseo to explain which events are represented, how a lead is classified, and how a matter or revenue figure would be associated with a source. Accept a metric only when its definition matches the decision you want to make.
