1. Define what “ROI” means for an Onalaska practice
Bosseo’s public product page says the dashboard can connect rankings, calls, leads and matters, with leads and matters shown by case type and tied to revenue. That language makes definitions the starting point. A call is not automatically a potential new client; a lead is not automatically a signed matter; and a matter is not automatically collected revenue. Your firm should decide whether the dashboard is intended to report inquiries, qualified opportunities, signed matters, billed amounts, collected amounts or another internal measure. Onalaska’s recorded relationship to La Crosse County also matters when you decide whether a “city” field means the caller’s location, the service location, the page that generated the inquiry or the target location in a campaign. Those are different fields.
Recommended approach
Bring your current intake and financial terminology to the consultation. Ask Bosseo to map each proposed dashboard field to a definition your partners will accept, then document which figures are directional and which are suitable for financial decisions.
