Define what “ROI” means for a Howell-serving firm
A dashboard can only answer a return question when the firm agrees on the terms first. “Lead,” “potential new client,” “signed matter,” “case type,” “source” and “revenue” may describe different stages of the same inquiry. Bosseo’s public ROI Dashboard page says its system can classify contacts, tag leads by case type, connect leads and matters to revenue, and show source attribution. Those capabilities make definitions a purchasing issue rather than a cosmetic reporting preference. The Howell geography should also be specified carefully: the Census record identifies Howell township and its relationship to Monmouth County. It does not establish that every contact from Monmouth County is a Howell contact, or that every Howell contact has the same legal need.
Recommended approach
Ask Bosseo to show the proposed definitions for Howell-related inquiries, county-wide inquiries and any wider New Jersey coverage your firm serves. Decide which events count as a marketing lead, a qualified intake, a retained matter and recognized revenue. Require a written explanation of how ambiguous, duplicate, existing-client and non-case contacts are treated.
