Is the ROI Dashboard a report about Utica alone?+
Not necessarily. Bosseo’s public page describes rankings, calls, leads, case types, cities and sources, while the Census identifies Utica as a municipality in Macomb County. Ask how the dashboard will label and separate Utica activity from countywide or broader Michigan activity.
What does Bosseo say the dashboard tracks?+
The public product page describes keyword rankings, Top 3 and Top 10 counts, SERP features, AI citations, inbound calls, recordings, transcripts, summaries, lead classifications, case types, forms, video intakes, source attribution, review figures and trends over time. Confirm which items apply to your proposed scope.
Can a lead be treated as a retained case?+
No conclusion should be drawn without the firm’s own matter records. The page describes lead classifications and says leads and matters can connect to revenue signals. Agree on the firm’s definition of a retained matter and the record used to confirm it.
Who should receive access?+
Bosseo says partners, office managers and intake leads can have access. Your firm should still decide who may view information, who may correct classifications, how access is removed and whether other roles need different permissions.
How often does the information update?+
Bosseo says calls, forms and intakes appear as they happen and rankings refresh on their tracking cycle. Ask for the applicable tracking cycle and any limits for each data category before setting internal review expectations.
What should we ask about integrations?+
Ask which systems are supported for your proposed scope, what data moves between systems, whether transfer is automatic or reviewed, how errors are corrected and what happens if an integration is unavailable. Do not assume an integration exists because a workflow would be useful.