1. Define what a lead means before reviewing ROI
A dashboard is only useful when the people using it agree on what its numbers represent. Bosseo’s public ROI Dashboard page says contacts can be classified as Potential New Client, Current Client or Other, and that leads can be tagged by case type. For a Moorestown-Lenola firm, that distinction matters because a call associated with the community is not automatically a new matter or a signed case. The place is in Burlington County, so your review may also need a consistent geographic rule for Moorestown-Lenola, the wider county and any additional service area your firm chooses to examine. The population estimate is not a proxy for the number of people seeking counsel.
Recommended approach
Ask to see the proposed definitions for contact, potential new client, case type, matter and revenue before relying on a headline total. Decide which geographic labels your team will use and document what should be excluded, such as current-client calls or unrelated contacts. Treat any illustrative records shown in a consultation as examples, not as evidence of your firm’s performance.
