Is the ROI Dashboard a substitute for our case-management or accounting records?+
The public page describes a dashboard for rankings, calls, leads, case types, matters and revenue signals. It does not establish that it replaces your case-management or accounting system. Ask how the dashboard would relate to your authoritative records and which figures your firm must continue maintaining independently.
Can we report Ellensburg separately from Kittitas County?+
That depends on the geographic definitions and data available for your proposed scope. Ellensburg is recorded as a municipality in Kittitas County. Ask how location is assigned and whether the dashboard can distinguish the city from the county in the views you need; do not assume that a location label proves a caller’s residence or matter location.
What does the public page say the dashboard tracks?+
It describes keyword rankings, Top 3 and Top 10 counts, SERP features, AI citations, calls, recordings, transcripts, lead classifications, case-type breakdowns, forms, video intakes, source attribution, review growth and trends. Confirm which items apply to your scope and how each is defined.
Who should receive access to call recordings and transcripts?+
That is your firm’s access decision. The public page says firms can give access to partners, office managers and intake leads, but it does not define a particular role-permission model or retention policy. Ask for a detailed access review before granting visibility to call content or financial information.
Does a ranking improvement prove that marketing produced a matter?+
No. A ranking is a visibility measure. The public page describes connecting leads and matters to case type, source and revenue signals, but your firm still needs agreed definitions and reliable matter records before making a financial attribution decision.
What should we ask about data interruptions?+
Ask how freshness is displayed, how missing calls or forms are identified, who investigates discrepancies, how corrections are recorded, and what recovery or export options exist. The public description does not establish a specific uptime level, backup policy or recovery time.