1. Define what a Cleveland Heights lead means before reviewing totals
A municipality, a household and an individual are different geographic units. The Cleveland Heights population estimate therefore should not become a forecast of calls or matters. The more useful starting point is a written definition of a potential new client for your firm. Bosseo’s public ROI Dashboard page describes contacts classified as Potential New Client, Current Client or Other, with leads tagged by case type. That distinction gives you a basis for asking whether a dashboard count matches your intake records. Ask how the system handles duplicate contacts, vendors, spam, existing clients and inquiries outside your practice areas.
Recommended approach
Bring your intake categories to the consultation. Decide which classifications should appear in partner reporting and which should remain operational notes. Require an example of how a Cleveland Heights inquiry would be separated from a broader Cuyahoga County inquiry when the caller’s location or matter is unclear.
