1. Define what “ROI” means for a Galloway practice
The dashboard page describes rankings, calls, leads, case types, retainers and revenue as connected views. Those labels can still produce different decisions unless your firm defines them. A call is not automatically a potential new client. A lead is not a signed matter. A matter is not necessarily collected revenue. For a firm serving Galloway and Atlantic County, decide whether location is recorded as the caller’s location, the requested service area, the landing page’s city target, or another agreed field. Keep those concepts separate from the township’s ACS population estimate; the Census record does not establish legal need or marketing return.
Recommended approach
Ask Bosseo to walk through the proposed definitions for call, potential new client, qualified lead, matter, retainer and revenue. Document which fields are measured, which are entered by your team, and which require reconciliation with your case-management or accounting records. Use a written acceptance test: a partner should be able to trace a displayed total to the underlying interaction and understand what the total excludes.
