Define what “ROI” means before reviewing the screen
A dashboard is only useful when the firm agrees on the difference between a call, a potential new client, a matter and revenue. Bosseo’s public ROI Dashboard description says leads can be classified as Potential New Client, Current Client or Other, with leads tagged by case type. It also describes a connection between leads, matters and real revenue. That gives your firm a practical starting point for a measurement conversation, but it does not establish that every firm’s data will be complete or that a displayed contact will become a signed case. For Parsippany work, decide whether a report should distinguish Parsippany from other Morris County locations and from the wider New Jersey market. Do not use the community’s population estimate as a proxy for legal demand.
Recommended approach
Before adopting any KPI, write down the inclusion rule, geographic label, responsible reviewer and action that follows a change. Ask Bosseo to demonstrate how your firm would separate potential clients, current clients and other contacts, and how a matter or revenue value would be represented.
