Is the dashboard a substitute for our matter-management or accounting records?+
Do not assume that it is. Bosseo describes marketing, call, lead, case-type and attribution views. Ask how those views relate to your intake and matter records, and use your firm’s authoritative records for signed matters and revenue unless the scope expressly says otherwise.
Can the dashboard separate Arlington from Arlington County and Virginia?+
Ask Bosseo to confirm the available geographic labels and reporting logic. The Census record identifies Arlington as a CDP in Arlington County, Virginia; those are different geographic descriptions and should not be combined without explanation.
What does Bosseo’s page say the dashboard tracks?+
It describes live keyword rankings, Top 3 and Top 10 counts, SERP features, AI citations, calls with recordings and transcripts, lead classifications, case types, forms, video intakes, source attribution, reviews and trends over time.
Does a live dashboard guarantee search visibility or new cases?+
No such conclusion is supported here. A live view can report selected measures, but a ranking or lead count does not guarantee indexing, visibility, a signed matter or revenue. Ask for definitions and review the data against your own records.
Who should participate in the evaluation?+
Include a managing partner or budget owner, the intake lead, the person responsible for matter records and anyone who will administer access. Their questions differ: decision value, classification quality, reconciliation and permissions all need review.
How do we book a review with Bosseo?+
Use the consultation to discuss your Arlington geography, definitions, reporting questions and acceptance criteria.