1. Make “source” more useful than a guess
A handwritten source field can collapse a complicated journey into one uncertain answer. Bosseo describes Lead Attribution as capturing the channel, referrer, landing page, device and session history associated with a lead. Intake answers can remain attached to that journey, so the origin record can be considered alongside the type of matter and the information your team collected. That distinction matters when a Bridgeport inquiry arrives after several visits rather than one obvious click.
Recommended approach
Before a consultation, list the source fields your firm currently trusts and the fields it treats as uncertain. Decide whether “qualified inquiry” means a particular practice area, geographic fit, conflict-screening result or another internal standard. Do not use Bridgeport’s population as a proxy for any of those conditions. Ask Bosseo to show how the product would represent your definitions and which records would still require human review.
