1. Define what counts as a useful Reedsburg result
A dashboard is only as useful as its definitions. Bosseo’s public description says the ROI Dashboard can classify contacts as Potential New Client, Current Client or Other, and tag leads by case type. For a firm serving Reedsburg and Sauk County, ask how the geographic fields will distinguish a Reedsburg inquiry from an inquiry elsewhere in the county or Wisconsin. Also clarify whether a matter is counted when someone calls, submits a form, completes an intake or becomes a signed client. The population estimate for Reedsburg city does not establish how many people need legal help, so it should not become a target or forecast.
Recommended approach
Before evaluating results, write down the geographic, contact, case-type and matter definitions your partners will use. Ask Bosseo to show where each definition appears and how an ambiguous inquiry is handled.
