1. Define what “ROI” means for a North Coventry practice
A North Coventry firm may discuss local visibility, calls, consultations, signed matters or revenue as if they were interchangeable. They are not. The Census population estimate is geographic context for North Coventry township in Chester County, not evidence that a particular practice area has demand. The first dashboard decision is therefore definitional: which event counts as a lead, which event counts as a qualified opportunity, when a matter becomes signed, and which financial field—if any—the firm is willing to use. Bosseo’s public ROI Dashboard page describes leads and matters by case type as part of its reporting concept, along with a view of rankings, calls and leads. The consultation should establish how those labels would apply to your records.
Recommended approach
Bring your current meanings for inquiry, potential new client, consultation, retained matter and collected revenue. Ask Bosseo to map each meaning to a visible field and to identify which fields are measured, entered, imported or unavailable. Do not approve an ROI view until the firm can explain what each total includes and excludes.
