1. Define what “ROI” means for your Mount Airy practice
A dashboard is only useful when the firm agrees on the event being measured. A call, form submission, potential new client, signed matter and collected fee are different events. Bosseo’s public ROI Dashboard page describes rankings, calls, leads, case types, forms, video intakes, source attribution, retainers and revenue as tracked views. It also describes calls as recorded, transcribed and tagged, with contacts classified as Potential New Client, Current Client or Other. For a firm serving a town that crosses Carroll County and Frederick County, geographic labels deserve special attention: “Mount Airy,” a county, a service area and a city page should not be treated as interchangeable.
Recommended approach
Before booking, write down the outcomes you want to inspect: qualified inquiry, consultation, retained matter or another firm-defined event. Ask how each outcome is defined, who can change a classification, and whether a matter can be corrected without obscuring its original source.
