1. Define what “ROI” means for a Southfield firm
The Census Bureau records Southfield city as a municipality in Oakland County, with a 2020–2024 ACS 5-year population estimate of 76,236 and a margin of error of 38. That is an eligibility and geographic fact. It does not show how many people search for a legal service, where prospective clients come from, or how many matters a firm can sign. Your first dashboard decision is therefore definitional: decide whether the primary outcome is a potential new client, a qualified intake, a signed matter, collected revenue, or another internal measure. Bosseo’s public ROI Dashboard page describes leads and matters by case type, plus a connection to real revenue. Ask how each term is defined for your firm and which records are authoritative.
Recommended approach
Bring your current matter stages and revenue terminology to the review. Ask Bosseo to map each proposed dashboard label to a field your team already uses, and identify which figures are measured directly, entered by staff, or dependent on another service. Do not approve a “return” view until the firm agrees on the calculation and its exclusions.
