1. Define what “ROI” means for your Lewisville practice
A dashboard can show activity without resolving the business question behind it. Before evaluating Bosseo, decide whether your firm is primarily trying to understand inquiries, potential new clients, signed matters, retainers or revenue. These are different stages. The public ROI Dashboard page describes leads and matters by case type, and says leads and matters can tie back to real revenue. It also describes contacts classified as Potential New Client, Current Client or Other. Ask to see how those categories would be applied to your firm and what information is required before a matter can be treated as signed or revenue-producing. Lewisville’s recorded population is eligibility context, not proof that any particular practice area has demand. Your measurement definition should therefore reflect your actual intake and matter records, rather than treating the town’s population as a forecast.
Recommended approach
Bring your current definitions for inquiry, qualified lead, consultation, signed matter and revenue to the consultation. Ask Bosseo to distinguish what the dashboard displays directly from what depends on information your firm supplies or another service provides.
