1. Define what a Bernards lead means before reviewing ROI
The dashboard page describes leads as contacts classified by type, including Potential New Client, Current Client or Other, with case-type breakdowns. That distinction matters when your firm serves Bernards and the surrounding Somerset County context: a call from a current client, a vendor inquiry and a prospective matter should not answer the same business question. The Bernards geography also needs a clear rule. Decide whether “Bernards” means Bernards township, a service area within Somerset County, or another geographic definition used by your firm. Do not treat the township’s population estimate as a forecast of inquiries or cases.
Recommended approach
Bring your practice-area definitions and geographic terminology to the consultation. Ask how the dashboard would distinguish a prospective matter from other contacts, how case types would be assigned, and which geographic fields are available for the decisions you want to make. Agree on what counts as a qualified lead before comparing channels or periods.
