What does the ROI Dashboard publicly say it tracks?+
Bosseo’s public page describes live keyword rankings, Top 3 and Top 10 counts, SERP features, AI citations, calls, recordings, transcripts, case-type tags, forms, video intakes, source attribution, reviews, trends, leads, matters and revenue-related views. Ask which items apply to your proposed scope and how each is defined.
Can the dashboard prove that Halls is generating legal demand?+
No. The Census population estimate for Halls is geographic context only, and dashboard activity would describe observed contacts or visibility rather than prove total demand. Review actual measured records and their definitions instead.
How should Halls and Knox County appear in reporting?+
Ask for separate labels and a written geographic rule. Halls is recorded in Knox County, but the place and county are not the same geography. Do not combine them unless your firm deliberately chooses that reporting view.
What should we ask about lead classification?+
Ask how Bosseo distinguishes Potential New Client, Current Client and Other; how case types are assigned; and how spam, duplicates, referrals and uncertain contacts are handled. Confirm who can correct a classification.
Does a ranking or AI citation prove a retained case?+
No. A ranking, SERP feature or AI citation is a visibility signal. Even a recorded contact is not automatically a retained matter or revenue event. Require a clear matching and confirmation process using your firm’s records.
What should we confirm before giving staff access?+
Confirm which roles can view calls, recordings, transcripts, intake details and revenue-related fields. Also ask about correction procedures, retention, recovery and any available export or access controls. The public page describes team access, but it does not establish every governance detail.