1. Establish what “ROI” means for your firm
Bosseo describes the ROI Dashboard as a way to view rankings, calls, leads, matters and revenue-related signals in one place. The public product page also describes leads by case type, source attribution and trends over time. Those labels are useful only after your firm decides what counts as a lead, a qualified opportunity, a retained matter and revenue. A Midlothian law firm may serve people in the CDP, elsewhere in Chesterfield County or across a wider Virginia practice area. The dashboard should therefore make geographic scope explicit rather than treating “Midlothian” as a complete market definition.
Recommended approach
Bring your current terminology to the consultation. Ask Bosseo to show how the dashboard would distinguish a contact, potential new client, current client, vendor, spam, matter and signed representation. Ask which figures are observations, classifications or calculations. Do not approve a dashboard merely because it contains an ROI label; approve definitions that your partners and intake team can apply consistently.
