1. Define what “ROI” means before reviewing the screen
A dashboard can only answer a business question when the terms are consistent. Bosseo describes its ROI Dashboard as a live report covering rankings, calls, leads and matters, with leads broken down by case type and source attribution available through the Lead Attribution layer. The public description also distinguishes Potential New Client, Current Client and Other contacts. For a firm serving Lincoln Village in Franklin County, the first decision is therefore not which number looks largest. It is whether your firm’s definitions match the decisions partners actually make. You may want to distinguish a contact from a qualified intake, a signed matter from a consultation, and a Lincoln Village inquiry from a broader Franklin County inquiry. Those definitions should be agreed before the numbers influence budget or staffing decisions.
Recommended approach
Bring your current terminology to the consultation. Ask how each status, case type, source, city and matter outcome would be represented, what is included or excluded, and which fields require your firm’s approval. Treat the Lincoln Village geography as a scope to evaluate, not as evidence that a particular practice area will produce cases.
