1. Define what “ROI” means before reviewing the screen
The public ROI Dashboard page describes rankings, calls, leads, case types, retainers and revenue as connected parts of the reporting view. Those terms can mean different things inside a law firm. A call is not automatically a qualified lead, and a lead is not automatically a signed matter. Before adopting a dashboard, ask Bosseo to define each status, identify who can change it and show how an inquiry moves from first contact toward a matter. This is especially important when your service area includes Glenville and the wider Schenectady County relationship: a geographic label should not be treated as proof that a contact came from a particular place.
Recommended approach
Request a written data dictionary for rankings, calls, potential new clients, case types, matters, retainers and revenue. Use the consultation to decide which fields are suitable for partner-level decisions and which require manual review.
