1. Define what “ROI” means for a Seneca Falls practice
A dashboard can display activity without proving return. For a firm serving Seneca Falls in Seneca County, separate the geography from the outcome: a Seneca Falls population estimate is not a count of prospective clients, and a call is not automatically a qualified matter. Bosseo’s public ROI Dashboard description says leads can be classified as Potential New Client, Current Client or Other, then tagged by case type. It also describes leads and matters by case type as being tied to real revenue. During evaluation, ask which fields your firm will treat as a lead, matter, signed case and revenue event, and whether those definitions match your intake records.
Recommended approach
Bring your current intake categories and matter-status language to the consultation. Decide which events the dashboard must distinguish before you judge its usefulness. Do not use the Census population estimate as a target or forecast; use it only as geographic context for the Seneca Falls service area.
