What does the ROI Dashboard cover?+
Bosseo’s public page describes rankings, Top 3 and Top 10 counts, SERP features, AI citations, inbound calls, call transcripts, lead classifications, case-type breakdowns, forms, video intakes, source attribution, review measures and trends. Confirm the applicable scope for your firm during the consultation.
Can it prove how many clients South Huntington will produce?+
No conclusion about future demand, leads, matters or revenue follows from South Huntington’s population estimate or from a dashboard description. The dashboard can be evaluated as a way to review your firm’s recorded activity and agreed classifications.
How should our firm define a lead?+
Bosseo’s page describes a Potential New Client classification, with Current Client and Other treated separately. Ask how the classification is applied, how duplicates and spam are handled and how your firm can correct an inaccurate label.
How often does information update?+
The public page says calls, forms and intakes appear as they happen and that rankings refresh on their tracking cycle. Ask Bosseo to explain the refresh treatment for every data category you plan to use.
Who should have access?+
Bosseo says partners, office managers and intake leads can have access. Your firm should decide who needs each level of information and ask about permissions, user changes and handling of recordings, transcripts and financial fields.
Does the dashboard replace our matter and financial records?+
Do not assume that it does. Use the consultation to determine which fields are available by the dashboard, which remain in your firm’s records and how the two should be reconciled before relying on a revenue or signed-matter view.