1. Define what “ROI” means for a Crawford practice
A dashboard can make a large number look important unless the firm agrees on the business meaning first. Bosseo’s public product text describes leads and matters by case type, along with a connection to real revenue. Before adopting that view, decide whether your internal outcome is a qualified inquiry, a consultation, a retained matter, collected fees or another clearly defined stage. Keep those stages separate. A call is not automatically a lead, and a lead is not automatically a matter. Crawford’s recorded geography is the town of Crawford in Orange County, New York. That relationship should be reflected in any geographic reporting rather than treating the town, county and state as interchangeable.
Recommended approach
Ask Bosseo to show the definitions used for call, potential new client, current client, other contact, case type, matter and revenue. Agree in writing which events count in each KPI and which do not. Require a visible distinction between Crawford activity and activity from elsewhere in Orange County or New York.
