1. Start with the journey, not the client’s memory
A prospective client may remember a search engine, a referral or a phone call without identifying the page or channel that preceded the inquiry. Bosseo describes Lead Attribution as connecting a lead’s channel, referrer, landing page, device and session history with intake answers. That distinction matters for a Myrtletown-serving firm because the service area is a specific CDP within Humboldt County, not a proxy for every person or household in the county. Local geography should therefore be treated as a field to review in the firm’s own inquiries, rather than as evidence that a particular channel works.
Recommended approach
Ask during the consultation whether the proposed view can distinguish the geographic context your firm actually records, the service or matter type, the first and later visits, and the point at which a person contacted the office. Decide which fields are needed to evaluate an inquiry without relying on an informal “how did you hear about us?” answer.
