Define what “ROI” means for an Uwchlan-serving firm
A dashboard is only useful when the firm agrees on the terms behind each number. “Call,” “lead,” “potential new client,” “matter,” “retainer” and “revenue” should not be treated as interchangeable. Bosseo describes the ROI Dashboard as tracking rankings, calls, leads, case types, forms and intakes, with leads and matters tied to real revenue. The page also describes contacts as classified into Potential New Client, Current Client or Other. Before relying on a total, ask how your firm’s own intake and matter definitions will be represented. Uwchlan is a township in Chester County, so geographic labels should also be explicit: a contact from Uwchlan is not automatically a contact from every community the firm serves in Chester County.
Recommended approach
Bring your current intake categories and financial definitions to the consultation. Decide which measures are appropriate for weekly operating review, monthly budget review and matter-level validation. Ask Bosseo to explain where a dashboard number begins, what event changes it, and which figures require your staff’s confirmation.
