Define what the dashboard calls a lead
The public ROI Dashboard description separates Potential New Client, Current Client and Other contacts, then groups leads by case type. That distinction matters for a firm serving Conewago township. The Census Bureau records Conewago township as a municipal-town in Adams County, with a 2020–2024 ACS five-year population estimate of 7,964 and a margin of error of 28. That figure describes the township’s population; it does not establish legal demand, search volume, lead volume or revenue. A useful dashboard should therefore make the geographic and qualification rules visible rather than treating every contact as a prospective matter.
Recommended approach
Ask Bosseo to demonstrate how the firm would distinguish a potential new matter from an existing client, vendor or irrelevant contact, and how case-type labels would be reviewed. Agree in advance which contact categories count in management reports.
