1. Define what “ROI” means for a Lutherville-serving practice
The dashboard page describes leads and matters by case type, along with retainer and revenue views. Those labels are only useful when your firm agrees on what each one means. A call, form or intake is not automatically a qualified matter, and a population estimate for Lutherville CDP cannot establish how many people need legal help. Because Lutherville is a CDP within Baltimore County, your team should also decide whether reporting covers only Lutherville, the county, Maryland, or another service area. Mixing those geographies can make a local result look broader than it is.
Recommended approach
Before reviewing performance, write definitions for inquiry, potential new client, qualified matter, signed matter, revenue and source. Decide whether Lutherville should be a separate geographic view or part of a wider Baltimore County or Maryland service area. Ask Bosseo to show how those definitions would appear in the dashboard and which fields require firm confirmation.
