1. Define the journey before reviewing the screen
The public ROI Dashboard description covers a path from visibility to contact: keyword rankings and SERP features, AI citations, calls, forms and video intakes, lead classifications, case types, and source attribution. A Mount Joy firm should first decide which geographic labels matter. Mount Joy borough, Lancaster County, Pennsylvania, a service area, a caller’s location, and a matter’s venue are not interchangeable. A population estimate for the borough cannot establish how many people search for a lawyer or how many matters a firm will receive.
Recommended approach
Ask Bosseo to show how the dashboard distinguishes location, service area, source, case type, and matter status. Write acceptance criteria in plain language before evaluating the visual interface: for example, which event counts as a contact, which contacts are excluded, and which geographic field is used for each decision.
