1. Define what “ROI” means for your Randolph practice
A law firm can receive calls without receiving prospective matters, and a prospective matter can arrive before anyone records a signed engagement. The dashboard page describes leads classified by categories such as Potential New Client, Current Client and Other, along with case-type breakdowns and source attribution. Those definitions deserve attention before you compare numbers. A Randolph-focused review should also distinguish Randolph township from Morris County and from any wider New Jersey service area. The Census record identifies Randolph as a municipal-town in Morris County; it does not establish which locations your firm serves or which places generate viable matters.
Recommended approach
Ask Bosseo to show the proposed definitions for contact, lead, case type, matter and revenue. Decide which event is the financial endpoint for your internal ROI discussion—such as a qualified consultation, signed matter or collected fee—without assuming the dashboard will measure an endpoint that has not been confirmed. Record exclusions for current clients, spam, vendors and duplicate contacts.
