1. Define what “ROI” means for your Kentwood practice
A dashboard is only useful when the firm agrees on the units being measured. Bosseo’s public ROI Dashboard page describes rankings, calls, leads, retainers and revenue, with leads and matters organized by case type. It also describes classifying contacts as Potential New Client, Current Client or Other. Those distinctions matter because a call count alone does not tell you whether the caller was seeking representation, already had a matter, or was unrelated to your practice. For a firm serving Kentwood in Kent County, begin by deciding whether the review should isolate Kentwood, include the wider county, or cover another stated service area. Do not treat the city’s population as a forecast.
Recommended approach
Bring a written definition of a qualified lead, a retained matter, a service area and each practice category you want to see. Ask Bosseo how those definitions would appear in the dashboard and which figures are measured directly versus available by your firm.
