1. Start with the journey, not the client’s recollection
A person may remember a broad source such as “Google,” while the useful record is more specific. Bosseo’s public Lead Attribution page describes channel, referrer, landing page, device and session detail, with intake answers attached to the lead journey. For a Greenwich firm, that distinction matters because the local boundary is precise: Greenwich CDP is not interchangeable with Connecticut, the Western Connecticut Planning Region or a metropolitan area. Your review should therefore ask whether the records identify the relevant landing page and inquiry context without treating a broad geographic label as proof of where a matter originated.
Recommended approach
Review how your current intake records distinguish a source, a landing page and a case type. Decide which geographic labels are meaningful to your firm before using them in budget or service decisions.
