1. Define what “ROI” means for your St. Clair practice
Bosseo’s public ROI Dashboard page presents rankings, calls, leads, retainers and revenue as connected measures. It also describes leads as classified by case type and distinguishes Potential New Client, Current Client and Other contacts. Those definitions matter because a call, form submission or ranking is not automatically a signed matter. A St. Clair firm should decide whether its internal definition of return is a qualified inquiry, an accepted consultation, a signed engagement or collected revenue. The township’s population estimate does not answer that question, and it should not be used as a substitute for firm-level records.
Recommended approach
Ask Bosseo to document each dashboard field, its source, its classification rule and the point at which a contact becomes a matter. Agree on which financial fields the firm will review and who is responsible for confirming them. Treat any revenue connection as a measurement design decision requiring firm approval, not as an automatic conclusion from dashboard activity.
