1. Define what a Lincolnia matter means before reviewing ROI
A location label alone cannot tell you whether a contact is valuable to your firm. Lincolnia is recorded as a CDP in Fairfax County, so your review should distinguish Lincolnia contacts from contacts elsewhere in Fairfax County and from broader Virginia activity. Bosseo’s public ROI Dashboard text says leads can be classified as Potential New Client, Current Client or Other, then tagged by case type. It also describes city and case-type views. Those labels are useful only if your firm agrees on what counts as a qualified inquiry, a matter and a signed case.
Recommended approach
Bring a written definition for each status and practice area you want to measure. Ask to see how a Lincolnia inquiry is separated from a Fairfax County inquiry, how duplicate contacts are handled, and whether a status can be corrected when intake staff revise an initial classification.
