1. Start with the journey, not a guessed source
A client’s answer to “How did you hear about us?” may be incomplete. Bosseo describes Lead Attribution as showing the channel, referrer, landing page, device and sessions associated with a lead’s journey. Its public product description also says intake answers can be attached to that journey. That distinction matters for a Gold River firm serving a defined place within Sacramento County: a local search visit, a later return visit or another referral path should be reviewed as part of one record rather than reduced to a broad label.
Recommended approach
During a consultation, review how your team currently records first contact, return visits, source descriptions and case type.
