1. Define what “ROI” means before reviewing the screen
Bosseo’s public ROI Dashboard page says the product brings rankings, calls, leads and matters into one view, with leads and matters by case type tied back to revenue. That description makes definitions the first buying question. A lead cannot be treated as a signed matter unless the firm agrees on the difference. The page also describes classifications such as Potential New Client, Current Client and Other, along with case-type tagging. For a firm serving Ledgewood in Morris County, the dashboard should distinguish a location reference from a practice-area classification and from a business outcome. Ledgewood’s ACS population estimate is not an ROI input by itself.
Recommended approach
Ask Bosseo to show the proposed definitions for inquiry, potential new client, qualified matter, retained matter and revenue. Decide which stages your staff can reliably record and which geographic labels matter to the practice. Do not approve a performance view until the firm knows what each tile includes and excludes.
