1. Define the journey before reviewing the screen
Bosseo’s public description places rankings, calls, leads and matters in one view. That is useful only when the firm agrees on what each term means. A call may be from a prospective client, an existing client, a vendor or someone outside the firm’s practice areas. A lead may need a case-type label before it is useful in a budget discussion. A matter may move through several stages before the firm can assess its commercial value. For a Kerrville practice, begin by separating Kerrville activity from broader Kerr County activity and from any other Texas geography the firm serves. Do not treat the city’s population estimate as a forecast of inquiries or cases.
Recommended approach
Ask Bosseo to show how the proposed dashboard distinguishes a call, a potential new client, a qualified intake, a retained matter and revenue. Agree in writing which geography, practice areas and matter stages belong in each view before accepting any ROI conclusion.
