1. Define what “ROI” means for a Poquoson practice
A dashboard is only useful when the firm agrees on the meaning of each number. Bosseo’s public description says the ROI Dashboard can show rankings, calls, leads, case types, forms and intakes, source attribution, review data and trends over time. It also describes leads as contacts classified as Potential New Client, with Current Client and Other separated. Those labels matter in a city-sized market such as Poquoson because a raw contact count does not establish a signed matter.
Recommended approach
Before booking, write down the decisions the dashboard must support: which Poquoson-related targets to review, which practice areas to distinguish, what counts as a potential new client, and which downstream event the firm considers meaningful. Ask Bosseo to demonstrate those definitions using the firm’s proposed reporting rules rather than accepting an unexplained total.
