1. Define what the dashboard should prove for West Slope work
The dashboard page describes rankings, calls, leads and matters as parts of one view. That does not make every number automatically meaningful. A West Slope law firm should distinguish the geographic area it serves from the Washington County relationship recorded for West Slope CDP. It should also avoid treating the CDP’s population estimate as a forecast of cases or marketing opportunity. The practical question is which geographic labels, service targets and case types your firm wants to review, and whether those definitions remain consistent from one reporting period to the next.
Recommended approach
Before booking, list the decisions the dashboard must support. Examples include reviewing which case types generate contacts, checking whether a call was a potential new client or an existing client, and comparing source information with intake records. Ask Bosseo to show how each proposed field is defined and what your firm will need to provide for a matter-level review.
