1. Replace “How did you hear about us?” with a journey record
A client’s recollection can be incomplete. Bosseo’s public Lead Attribution page describes records that include the channel, referrer, landing page, device, session detail, and intake answers. It also describes phone calls joining the same journey, including the transcript and case-type tag from the phone system. That structure is relevant to a Hemet practice because the geographic label alone does not tell you whether a particular inquiry came from an organic result, a Local Services Ad, an AI referral, a direct visit, a referral, or another path. Hemet’s relationship to Riverside County can be retained as matter context, but it should not be treated as proof of source or intent.
Recommended approach
During a consultation, map the fields Bosseo describes to your actual intake record. Decide which facts matter at review time: practice area, qualification answers, consultation status, signed-case status, source, landing page, and call or form path. Keep the geographic field precise—Hemet city and Riverside County are not interchangeable with all of California.
