What does the ROI Dashboard say it tracks?+
Bosseo’s public description lists 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, reviews, trends, and revenue-related fields. Confirm which items apply to your proposed scope.
Can it separate Port Angeles from Clallam County?+
That should be treated as a requirement to confirm. Port Angeles is a city in Clallam County, and the two geographic labels should not be treated as interchangeable. Ask how location is assigned and displayed for calls, forms, and other contacts.
What is the difference between a lead and a case?+
The public page describes contacts classified as Potential New Clients and also refers to matters, retainers, and revenue. Ask Bosseo to document the exact transition rules and which fields are entered, reviewed, or connected to your firm’s records.
Will every call be attributed to a marketing source?+
Do not assume that. Bosseo describes source attribution, but attribution can require agreed rules for direct calls, referrals, repeat contacts, unknown sources, and multiple interactions. Request the proposed model and its treatment of incomplete data.
Who should have dashboard access?+
Choose access by role. The public page says partners, office managers, and intake leads can receive access, but your firm should confirm permissions for recordings, transcripts, classifications, and financial fields before granting accounts.
What should we ask about reliability?+
Ask how records are captured, updated, corrected, deduplicated, retained, backed up, and recovered. Also ask how the firm can identify a missing call or incomplete transcript. Make the answers part of the acceptance criteria rather than relying on a visual demonstration.