Define what a Union Beach lead means before reviewing ROI
A dashboard is only useful when the firm agrees on what its numbers represent. For a practice serving Union Beach and Monmouth County, a contact about a matter your firm handles may need to be distinguished from a current client, vendor, spam contact or an inquiry outside the firm’s service area. Bosseo’s public description says the dashboard classifies contacts as Potential New Client, Current Client or Other and tags leads by case type. That gives you a starting point for reviewing definitions, not a reason to assume every inquiry is a qualified opportunity.
Recommended approach
Ask Bosseo to show the proposed classifications and discuss how your staff would correct an inaccurate tag. Decide whether Union Beach inquiries should be reviewed separately from broader Monmouth County activity, and document what counts as a lead, matter and signed case for your internal reporting.
