1. Define what a lead means before you compare performance
Bosseo’s public dashboard description separates Potential New Clients, Current Clients and Other contacts, and says leads can be tagged by case type. That distinction matters for a firm serving Peru rather than merely receiving every telephone contact associated with the area. Before relying on a “lead” total, ask whether the dashboard’s classifications reflect the firm’s intake rules and whether a contact from elsewhere in Clinton County should be reviewed differently from a contact specifically seeking service in Peru.
Recommended approach
Agree on written definitions for contact, potential new client, qualified matter, consultation, retained matter and revenue. Ask Bosseo to show where each definition appears, who may change a classification, and how corrections are recorded.
