1. Define what “ROI” means for your firm
Bosseo’s public ROI Dashboard page says the product can show rankings, calls, leads, case-type breakdowns, forms and intakes, source attribution, reviews and trends over time. It also describes leads and matters by case type as tied to revenue. Those labels are useful only when your firm agrees on their definitions. A potential new client, a completed intake, a signed engagement and collected revenue are different events. A firm serving The Hills may also serve clients elsewhere in Somerset County or across New Jersey, so geographic labels should not be treated as interchangeable.
Recommended approach
Ask Bosseo to map each dashboard field to a written definition: inquiry, potential new client, qualified intake, matter, retainer and revenue. Decide which date controls each stage, who corrects an incorrect classification and whether the dashboard distinguishes The Hills from the rest of Somerset County and from broader New Jersey activity.
