1. Start with the journey, not the client’s memory
A prospective client may visit more than once or use more than one path before contacting your firm. Bosseo’s public Lead Attribution page describes records that can include the channel, referrer, landing page, device and session detail, with intake answers attached. That distinction matters when your firm serves San Bernardino city and may also handle inquiries connected to the wider San Bernardino County market. A client’s answer to “How did you hear about us?” may be incomplete; a journey record can provide more context for review.
Recommended approach
Ask in a consultation how the system identifies a first visit, later visit, referral, direct visit and contact event. Decide which parts of the journey your firm will use for marketing review and which details should remain limited to authorized staff. Do not treat an attributed visit as a qualified case until your intake and matter records support that conclusion.
