1. Start with definitions, not totals
The dashboard’s public description includes live keyword rankings, Top 3 and Top 10 counts, SERP features, AI-engine citations, calls, forms, video intakes, reviews and leads by case type. Those labels matter because a call, a potential new client and a signed matter are not interchangeable. Before relying on a total, ask what qualifies as a lead, how current clients and other contacts are separated, and whether a matter can be connected to the original source. For a firm serving North Kingstown, keep the geographic label precise: North Kingstown town is in Washington County. Do not treat a Washington County or Rhode Island total as a North Kingstown result unless the underlying record supports that distinction.
Recommended approach
Use the consultation to create a written metric dictionary for the measures your firm will use. Decide which numbers are descriptive, which are attribution signals and which require review of the underlying intake or matter record.
