1. Define what “ROI” means for your Hanover practice
A dashboard is only useful when the firm agrees on the objects being measured. Bosseo’s public description says the ROI Dashboard can show rankings, calls, leads and retainers or revenue, with leads and matters organized by case type. It also describes lead classifications such as Potential New Client, Current Client and Other. Before adopting the service, ask how your firm wants to distinguish a call from a qualified lead, a lead from an opened matter, and a matter from collected revenue. A Hanover location should not be treated as a proxy for the whole of Northampton County or Pennsylvania. Decide whether location is recorded as Hanover, another municipality, the county, a metropolitan area or a broader Pennsylvania service area.
Recommended approach
Bring your existing definitions for inquiry, qualified lead, consultation, retained matter and revenue to the review. Ask Bosseo to map those definitions to the dashboard’s stated fields and identify any field that still requires a firm decision.
