Define what counts as a lead for an Ossining-serving firm
A law firm can receive calls and forms that are not potential new matters. Bosseo’s public ROI Dashboard description says contacts can be classified as Potential New Client, Current Client or Other, and that leads can be tagged by practice area. That distinction matters when your firm serves people in Ossining and elsewhere in Westchester County: a town-level inquiry, a county-wide matter and an existing-client call should not automatically be treated as the same business event. The dashboard’s value depends on the definitions your firm approves and the consistency of their application.
Recommended approach
Before evaluating the product, list the contact categories your partners and intake staff already use. Decide whether location, case type, consultation status and matter status belong in the reporting view. Ask Bosseo to show how those definitions would appear in the dashboard rather than assuming that every inbound contact represents a new case.
