1. Define what a Norman opportunity means before reviewing ROI
A dashboard is only useful when the firm agrees on what its numbers represent. Bosseo’s public ROI Dashboard page says contacts can be classified as Potential New Client, Current Client or Other, and that leads can be tagged by case type. It also describes source attribution by channel and page. Those are useful starting points, but your firm still needs to decide how it will treat referrals, existing matters, vendors, spam, duplicate contacts and people outside its service area. Norman’s recorded relationship to Cleveland County gives you a precise geographic boundary for reviewing location fields; it does not tell you which matters are viable or which locations produce business.
Recommended approach
Ask Bosseo to walk through the proposed definitions using your firm’s actual intake categories. Decide whether a report should separate Norman from other Cleveland County locations and from broader Oklahoma activity. Require a written explanation of how a contact moves from inquiry to qualified matter, and do not treat a call or form as a signed case without an agreed definition.
