What does the ROI Dashboard publicly describe tracking?+
Bosseo’s public page describes keyword rankings, Top 3 and Top 10 counts, SERP features, AI-engine citations, calls, forms, intakes, lead classifications, case types, source attribution, review counts and trends over time. Ask which of those fields apply to your proposed scope and how each is defined.
Can it show Powdersville separately from Anderson County?+
That depends on the geographic definitions and reporting scope agreed for your firm. Powdersville is a CDP in Anderson County, so ask how the dashboard distinguishes the place from the county and from any broader service area. Do not assume that a location label proves where a lead or matter originated.
Does a reported lead equal a signed case?+
No. The public page describes classifications such as potential new client, current client and other, and it describes leads and matters as separate reporting concepts. Confirm where signed-matter status and revenue are recorded, who updates them and how they are reconciled with the dashboard.
Who should be allowed to see calls and transcripts?+
Your firm should decide that based on role, confidentiality obligations and internal policy. Bosseo’s public page says access can be provided to selected firm roles, but it does not determine your permissions policy. Ask how summary access differs from access to recordings, transcripts and financial information.
How current is each dashboard metric?+
Bosseo’s public page says calls, forms and intakes appear as they happen and that rankings refresh on their tracking cycle. Ask for the refresh behavior of every field, how delays are shown, and how missing or corrected records are handled.
What should we bring to a dashboard consultation?+
Bring your practice-area list, geographic definitions, current intake categories, the roles that need access and the business questions partners regularly ask. You should also identify which records are authoritative for matters and revenue so the review can distinguish reported activity from firm outcomes.