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. Bosseo 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.
