1. Define the journey before reviewing the numbers
Bosseo describes the ROI Dashboard as tracking keyword rankings, SERP features, AI-engine citations, calls, leads and case-type breakdowns. Its public page also describes calls as recorded, transcribed and tagged, with forms and video intakes counted alongside calls. Those labels matter because a Woodlawn firm may serve people in the CDP, elsewhere in Baltimore County or across a wider Maryland practice area. A location label alone should not be treated as a matter, and a contact should not automatically be treated as a signed case.
Recommended approach
Ask Bosseo to walk through the full path from a tracked search target to a contact and then to a matter. Agree in writing on the meanings of inquiry, potential new client, current client, other contact, case type, retained matter and revenue. Decide which geographic labels the firm will use. Keep Woodlawn CDP, Baltimore County and broader Maryland service areas separate rather than combining them into one local figure.
