1. Define what “ROI” means for your Collier practice
A dashboard is only useful when the firm agrees on the business event being measured. Bosseo’s public ROI Dashboard page describes leads and matters by case type, along with links between marketing activity and revenue. Before evaluating the product, decide whether your internal question is about inquiries, potential new clients, signed matters, retainers or collected revenue. Those are different states and should not be merged. Collier’s recorded relationship to Allegheny County also makes geographic definitions important: decide whether a report should distinguish Collier township from Allegheny County, Pennsylvania more broadly, or another service area your firm chooses. The Census population estimate does not establish that any particular practice area has demand.
Recommended approach
Ask Bosseo to show how each business event is defined, where the firm enters or confirms it, and how a lead becomes a matter in the reporting view. Require written acceptance criteria for geographic labels, case types and revenue fields before relying on an ROI figure.
