What does the ROI Dashboard say it tracks?+
Bosseo’s public page describes keyword rankings, Top 3 and Top 10 counts, SERP features, AI citations, calls, transcripts, case-type tags, lead classifications, forms, video intakes, source attribution, reviews and trends over time. Review the exact proposed scope in the consultation.
Can it prove that St. Albans produces legal clients?+
No dashboard description should be treated as proof before the firm defines and reviews its own records. The St. Albans population estimate is geographic context only; it does not prove demand, leads, cases or revenue. Ask how city and county labels would be measured and how contacts would be followed through the firm’s matter process.
What is the difference between a lead and revenue?+
The public page describes a Potential New Client classification and also discusses leads, matters and revenue. Your firm should approve the definitions and keep those stages separate. A contact is not automatically a signed matter or collected revenue.
Who should be allowed to view the dashboard?+
Bosseo’s page says partners, office managers and intake leads can be given access. Your firm should still decide role by role who may view rankings, contact details, recordings, transcripts and revenue-related information, then ask about user removal and permissions.
Does the public page list every integration?+
No. It describes ecosystem handoffs involving Lead Attribution and Automation, but it does not establish every third-party integration or configuration. Ask Bosseo to identify the specific connections proposed for your firm and how missing or incorrect records are handled.
How should we prepare for a Bosseo review?+
Bring your target practice areas, geographic definitions, intake categories, matter stages, access requirements and budget questions. Be ready to distinguish St. Albans from Kanawha County and broader West Virginia reporting. Ask for a live walkthrough and record the decisions you would need before adoption.