1. Define what the dashboard should count for Sharon work
Bosseo’s public page says the dashboard can show leads by case type and classify contacts as Potential New Client, Current Client or Other. It also describes calls as transcribed and tagged. Before relying on a number, your firm should decide how those categories map to its own intake language. A call from someone in Sharon is not automatically a qualified matter, and a contact from elsewhere in Mercer County should not be silently treated as a Sharon result. The Census record identifies Sharon city and its county relationship; it does not define your firm’s service boundary.
Recommended approach
Ask Bosseo to walk through the proposed definitions for lead, qualified intake, case type, geographic area and signed matter. Decide whether Sharon city, Mercer County or another expressly chosen area should be reported separately. Require a written acceptance example using your firm’s approved categories, without treating population as a forecast.
