Does the dashboard prove that marketing created revenue?+
It is described as connecting rankings, calls, leads and matters to real revenue signals. That connection still depends on definitions, attribution, matter records and firm-entered information. Ask which parts are measured automatically and which require your team to confirm them.
Can we report specifically on Ithaca and Tompkins County?+
The public page describes city and case-type data, while the Census records Ithaca town’s relationship to Tompkins County. Ask Bosseo how your chosen geographic scope would be defined and displayed. Do not assume that a city label automatically represents the town, county or a wider New York service area.
What is counted as a lead?+
Bosseo’s public text describes a Potential New Client classification separate from Current Client and Other, with leads also tagged by case type. Your firm should review the classification rules for referrals, duplicate contacts, spam and matters outside your practice.
How current is the information?+
Bosseo describes a live dashboard, continuous activity for calls, forms and intakes, and rankings that refresh on their tracking cycle. The public text does not establish a universal update interval, uptime level or error rate. Ask about freshness and correction procedures for each data category.
Can everyone in the firm see calls and transcripts?+
Bosseo says firms can give access to people they choose, including partners, office managers and intake leads. Ask for the available permission controls and for details about recording, transcript visibility, role changes, retention and recovery before granting access.
Will the dashboard connect to our existing systems?+
Bosseo describes connections among parts of its ecosystem, including Lead Attribution and Automation. It does not establish support for every external phone, intake, case-management or accounting system. Provide your system list during the consultation and request a field-level review of each proposed connection.
