1. Define what “ROI” means for your Fort Shawnee practice
The public ROI Dashboard page describes a view that brings rankings, calls, leads and matters together, with leads and matters by case type tied to revenue. That is useful only when your firm agrees on what each term means. A call is not automatically a potential new client. A form submission is not automatically a matter. A ranking is not automatically a signed case. For a firm serving Fort Shawnee in Allen County, the geographic label also needs care: Fort Shawnee, Allen County, nearby communities and any wider service area are not interchangeable. The Census record establishes the place and county relationship, but it does not identify where clients come from or which practice areas are active.
Recommended approach
Before booking, list the decisions the dashboard must support: budget review, intake follow-up, practice-area planning, geographic coverage or another defined question. Ask Bosseo to show how the proposed view distinguishes contacts, potential new clients, current clients, other contacts, case types and matters. Decide whether revenue will be entered, connected or reviewed separately; do not treat an unattributed total as proof of return.
