Define the journey before judging the numbers
Bosseo’s public ROI Dashboard page says the dashboard can place rankings, calls, leads and matters in one view, with leads tied to case types and sources. That promise is useful only if your firm agrees on the stages being measured. A phone call, website form, video intake, potential new client, consultation, retained matter and collected fee are not interchangeable events. Your Statesville practice should decide whether its reporting geography means Statesville city, Iredell County, or another service area. The Census record identifies Statesville as a municipality and records its county relationship as Iredell County; it does not define your client territory.
Recommended approach
Ask Bosseo to walk through the exact journey from first contact to matter disposition. Write down the definitions your partners will use before comparing dashboard totals with your case-management or intake records.
