1. Define what “ROI” means for a Knoxville practice
A dashboard is only useful when the firm agrees on the events behind each number. “Lead” could mean a new contact, a potential new client, a completed form or another category. “Matter” could mean a retained case rather than every inquiry. Bosseo’s public ROI Dashboard page describes lead classification, case-type tagging, calls, forms, intakes, source attribution and revenue-related views. Your firm should decide which definitions fit its intake and accounting practices before using a number in a partner meeting. Knoxville city and Knox County should also be treated as distinct geographic labels, not blended casually with the wider Tennessee market.
Recommended approach
Ask Bosseo to show the proposed definitions for contact, potential new client, current client, other, case type, retained matter and revenue. Record which events are measured, which are excluded, and which require a person at the firm to confirm the outcome.
