What does Bosseo publicly describe the ROI Dashboard as tracking?+
Bosseo describes rankings, Top 3 and Top 10 counts, SERP features, AI citations, calls, call recordings and transcripts, lead classifications, case types, forms, video intakes, source attribution, reviews, trends and revenue-related information. Confirm the exact proposed scope for your firm during the consultation.
Can the dashboard prove that Wall generates legal demand?+
No conclusion about demand follows from Wall’s population or from a dashboard view alone. The dashboard can organize selected measurement fields; your firm must define the geography, time period, contact categories and matter stages before interpreting them.
How should Wall and Monmouth County be shown?+
Ask for separate geographic labels. Wall township is recorded as being in Monmouth County, but those are not interchangeable reporting scopes. A local view should not be presented as a countywide or statewide result without making the difference visible.
What should we ask about calls and transcripts?+
Ask what is captured, how calls are classified, how duplicates and non-prospective contacts are treated, who can listen or read, how corrections are made and how long records are retained. Bosseo’s public page describes calls as recorded, transcribed and tagged, but does not state every governance term.
Can the dashboard show which marketing channel produced a matter?+
Bosseo describes source attribution connecting leads to channels and pages. Before relying on that connection, ask which attribution method is used, how repeat contacts are handled, what happens when a source is missing and how the record connects to consultation, retention and revenue stages.
Who should attend a pre-purchase review?+
Include the managing partner or budget owner, the person responsible for intake, an administrator who can evaluate permissions and anyone responsible for financial or matter-status data. The goal is to approve definitions and access—not merely to inspect a visual dashboard.