Can the dashboard separate Vienna from Wood County?+
That should be a defined requirement for the consultation. Vienna is a municipality recorded in Wood County, and those geographic levels should not be treated as identical. Ask Bosseo how geographic labels would be configured and displayed for your firm before relying on comparisons.
What does Bosseo publicly say the ROI Dashboard tracks?+
The public description lists keyword rankings, Top 3 and Top 10 counts, SERP features, AI-engine citations, calls, recordings, transcripts, lead classifications, case-type breakdowns, forms, intakes, source attribution, review activity and trends. Confirm the exact scope and definitions proposed for your firm.
Does a lead mean a signed case?+
No such assumption should be made. Bosseo’s public page describes a Potential New Client classification and separately discusses matters and revenue signals. Ask how your firm would identify a matter outcome and how unqualified, existing-client or duplicate contacts are excluded.
How current is the information?+
Bosseo describes calls, forms and intakes as appearing continuously and rankings as refreshing on their tracking cycle. Ask for the refresh behavior of each metric, timestamp visibility and the process for delayed, missing or corrected records.
Who should be allowed to see calls and transcripts?+
Your firm should decide that by role. The public page says partners, office managers and intake leads can have access, but it does not define your firm’s final permission, retention or privacy configuration. Request a role-by-role review before enabling access.
Is the dashboard a separate purchase?+
Bosseo’s public page says the dashboard is included with the Bosseo ecosystem. Ask what that means in the proposed scope, which services are required for particular data connections and which costs or responsibilities, if any, sit outside the stated arrangement.