1. Define what the dashboard should count
The Bosseo public page describes leads as contacts classified as Potential New Client, with Current Client, vendor and spam contacts treated separately. It also describes case-type tagging and matter-related revenue signals. Those definitions matter because a call, a form and a signed matter are different events. A Lanham firm may serve people in Lanham while also accepting matters from elsewhere in Prince George’s County or Maryland. The dashboard should not blur those geographic relationships or treat the Lanham population estimate as a forecast of cases.
Recommended approach
Before adoption, write down the stages you want to distinguish: inquiry, qualified potential client, consultation, retained matter and collected revenue. Ask how each stage would be represented, who can correct a classification and how geography would be recorded. Accept the dashboard only if its definitions match the firm’s intake and accounting language.
