1. Define what counts as a Fairhaven lead
The public ROI Dashboard page describes leads classified by status and case type, with calls, forms, and video intakes represented in one view. That can be useful only if your firm agrees on the difference between a potential new client, an existing client, a vendor, spam, an inquiry outside the firm’s practice, and a qualified matter. Fairhaven’s population estimate is a town-level planning fact, not a denominator for expected leads. Do not convert it into a forecast. Instead, ask how the dashboard would identify a contact associated with Fairhaven and how geography would be recorded when a caller lives elsewhere, seeks service in Fairhaven, or gives no location.
Recommended approach
Request a written data dictionary for lead status, case type, location, source, outcome, duplicate handling, and retained matter. Use illustrative records during the consultation, clearly marked as examples, to test whether the definitions match your intake policy.
