1. Define what the dashboard should count for a North Bergen practice
The public ROI Dashboard description includes lead classification, case-type breakdowns, calls, forms, and video intakes. It distinguishes Potential New Client, Current Client, and Other contacts, and presents leads by practice area. That distinction matters when a firm serves a municipal-town geography within Hudson County: a contact associated with North Bergen is not automatically a qualified matter, and a population estimate is not a lead forecast. Before adoption, ask Bosseo to show how your firm would define a lead, a qualified intake, a matter, and a signed retainer. Also ask how duplicate contacts, existing clients, vendors, spam, and inquiries outside your practice scope appear.
Recommended approach
Write acceptance criteria in plain language before reviewing totals. Decide which statuses partners need, which case-type labels are meaningful, and whether North Bergen should be reviewed separately from other Hudson County locations. Treat every classification rule as a business definition to approve, not as an assumed fact about local demand.
