What does the ROI Dashboard describe tracking?+
Bosseo describes tracking rankings, Top 3 and Top 10 counts, SERP features, AI citations, calls, forms, video intakes, lead classifications, case types, source attribution, reviews and trends. The exact fields relevant to your firm should be reviewed in consultation.
Can I separate Aston from Delaware County reporting?+
That should be a specific question in your review. Aston is recorded in Delaware County, but those geographic scopes are not the same. Ask how location labels are defined and displayed before relying on a local comparison.
Does a lead equal a signed case or revenue?+
No. The dashboard description distinguishes contacts, case types, matters and revenue signals. Your firm should confirm how a potential client becomes a qualified matter, signed matter and revenue record, and should keep those stages separate.
Can the dashboard show the calls behind a total?+
Bosseo’s public page describes calls as recorded, transcribed and tagged by case type, with the associated records available for review. Ask how access, retention, permissions and correction procedures would work for your firm.
Will it connect to every system our firm uses?+
That is not established by the public product description. Bosseo describes Lead Attribution and Automation within its ecosystem, but your consultation should address the specific phone, form, intake, practice-management and billing systems you use.
What should we bring to a dashboard review?+
Bring your practice areas, geographic definitions, intake categories, current reporting questions, user-access requirements and a list of systems that hold call, lead, matter and revenue information. This lets you evaluate definitions and handoffs rather than only the screen design.