Define what “ROI” means before reviewing the screen
A dashboard is only useful when the firm agrees on the meaning of each number. Bosseo’s public ROI Dashboard page describes leads classified as Potential New Client, Current Client or Other, with case-type breakdowns and source attribution. It also describes leads and matters being tied to real revenue. For a Rensselaer-focused review, ask whether a contact from Rensselaer city should be separated from contacts elsewhere in Rensselaer County, New York or another service area. The Census record establishes the city–county relationship, but it does not identify legal need or a profitable practice area.
Recommended approach
Bring your preferred definitions for lead, qualified opportunity, retained matter, revenue and geography to the consultation. Ask Bosseo which definitions can be represented, which require firm-side confirmation and how an attribution record would be reviewed before it informs a budget decision.
