1. Define what ROI means for a Danvers-serving firm
A firm serving Danvers may need to distinguish calls from potential new clients, current clients, vendors and other contacts. Bosseo’s public ROI Dashboard description says contacts can be classified by those categories and that leads can be tagged by case type. It also describes rankings, calls and leads in one view. That gives you a starting point, not a substitute for your own definitions. The fact that Danvers is in Essex County may affect how you name geographic reporting areas, but it does not prove that Danvers or Essex County generates a particular type or amount of legal work.
Recommended approach
Before reviewing performance, write down what your firm will count as a lead, qualified intake, signed matter and revenue event. Ask whether those definitions can be represented consistently in the dashboard and whether a partner, intake manager and bookkeeper would interpret each number the same way.
