1. Define what “ROI” means for your Fair Lakes practice
The dashboard page describes a view of rankings, calls, leads, matters, case types and revenue signals. Those categories can answer different questions. A call is not necessarily a potential new client; a lead is not necessarily a retained matter; and a ranking does not establish that someone contacted the firm. The page says contacts can be classified as Potential New Client, Current Client or Other, with leads tagged by case type. Your firm should decide which of those stages belong in its own ROI definition. Because Fair Lakes is within Fairfax County, geographic reporting also needs a clear rule: decide whether the firm wants to distinguish Fair Lakes from the wider county and how service-area references will be recorded. Do not treat the Fair Lakes population estimate as a forecast of cases or revenue.
Recommended approach
Ask Bosseo to demonstrate the exact path from a tracked source or page to a call, lead, matter and—where available—revenue signal. Write down which stages are measured, who may change classifications and which geographic fields are required before approving the dashboard for partner-level decisions.
