1. Define what “ROI” means for your Keyport practice
A dashboard is only useful when the firm agrees on what its numbers represent. Bosseo’s public description says the ROI Dashboard can show keyword rankings, SERP features, AI citations, inbound calls, lead classifications, case-type breakdowns, forms and intakes, source attribution, review signals and trends over time. It also describes leads and matters being tied to revenue. Those are capabilities to examine with Bosseo, not proof that every metric will be available for your firm in a particular configuration. For a Keyport-focused practice, begin by separating a contact about a new matter from a current client, vendor or other call. Then decide whether “ROI” means qualified inquiries, retained matters, collected revenue or another firm-defined measure. The Keyport population estimate should not be used as a proxy for any of those outcomes.
Recommended approach
Bring your preferred definitions for potential client, qualified lead, retained matter and revenue to the review. Ask Bosseo which definitions are configurable, which are calculated, and which require information from your firm.
