1. Replace a vague source answer with a documented journey
A handwritten source field can reduce a complicated path to “Google” or “referral.” Bosseo’s public Lead Attribution page describes journey-level information including channel, referrer, landing page, device, session detail, and attached intake answers. It also describes calls joining the same journey record. That distinction matters when your team needs to understand not merely how an inquiry remembers finding the firm, but which page or channel preceded the contact. The Irvine reference should remain bounded: the firm may serve Irvine and Orange County, but the population estimate does not show which practice areas or marketing channels generate inquiries.
Recommended approach
Review several recent inquiries from your own records and identify what is currently known: source, landing page, case type, contact method, consultation status, and signed-case status. Then decide which fields must be visible together before you change budget, page coverage, or follow-up priorities.
