Define what “ROI” means for a Webster practice
The dashboard page describes rankings, calls, leads, case types, forms and intakes, source attribution, reviews, trends, retainers and revenue signals. Those categories are useful only when your firm agrees on the meaning of each one. A call may be a potential new client, a current client, or something else. A lead may be assigned to a practice area before anyone decides whether it is a viable matter. Revenue may require a separate internal confirmation. Because Webster is in Worcester County, your review should also state whether the firm wants to distinguish Webster inquiries from other Worcester County inquiries and from matters elsewhere in Massachusetts. Do not use the town’s population estimate as a demand forecast.
Recommended approach
Ask Bosseo to show the field definitions and agree on the events that count as an inquiry, qualified lead, signed matter and revenue record. Record the geographic boundaries your firm will use before comparing performance.
