Can the dashboard distinguish Binghamton city from Broome County?+
The firm should request that distinction as part of its measurement scope. The Census record identifies Binghamton city as a municipality in Broome County, while Bosseo’s page refers generally to city data. Confirm the exact geographic views and labels available for your firm.
What does Bosseo describe the ROI Dashboard as tracking?+
The public product page describes keyword rankings, Top 3 and Top 10 visibility, SERP features, AI-engine citations, calls, transcripts, call tags, case-type breakdowns, forms, video intakes, source attribution, review metrics and trends. Confirm which fields apply to the proposed scope.
Does a lead equal a signed case?+
No conclusion like that should be assumed. Bosseo describes Potential New Client classification and case-type reporting, while a signed matter and revenue require the firm’s own definitions and records. Ask how those stages would be represented and reconciled.
Can everyone at the firm see call transcripts?+
The public page says partners, office managers and intake leads can receive access, but it does not publish a complete permission specification. Ask Bosseo to demonstrate role-level access and explain how sensitive records are restricted.
How often will the information update?+
Bosseo’s public page describes a live dashboard and says calls, forms and intakes appear as they happen, while rankings refresh on their tracking cycle. Ask for the applicable update behavior and limits for each data category in your proposed scope.
What should we bring to a Bosseo consultation?+
Bring your service-area definitions, practice-area taxonomy, intake categories, user-role list, current reporting questions and examples of records you need to reconcile. Also bring questions about permissions, recovery, retention, exports and any connection your firm expects to use.