What does the ROI Dashboard show?+
Bosseo’s public product page describes rankings, SERP features, AI citations, calls, leads, case-type breakdowns, forms and intakes, source attribution, review tracking, trends and revenue signals. Ask which of those fields apply to your firm and how each one is defined.
Can it tell me which activity relates to Tewksbury?+
That should be confirmed in your consultation. Tewksbury is a town in Middlesex County, Massachusetts, but a location label may represent different underlying data. Ask whether the dashboard can distinguish Tewksbury from county-level or broader Massachusetts activity and what field supports the distinction.
Does every call count as a lead?+
No conclusion should be made without the classification rules. Bosseo describes categories including Potential New Client, Current Client and Other. Ask how your firm’s staff would handle duplicates, spam, returning callers and inquiries outside your accepted practice areas.
Can the dashboard connect a lead to a matter or revenue?+
Bosseo describes leads and matters tied to case type and revenue signals. Before relying on that connection, ask what records are required, how matter status is updated, how duplicates are handled and which revenue figures come from your firm’s own records.
Who should have access to the dashboard?+
Your firm should decide that with Bosseo. The public page describes logins and access for people the firm chooses to include. Confirm role permissions, call and transcript visibility, account recovery, data correction and what happens when a user leaves.
What should I ask before booking?+
Ask how geography, case type, source, lead status, matter status, revenue and duplicate records are defined; what your firm must supply; how data is refreshed; what access controls apply; and which integrations or service commitments require separate confirmation.