2. Connect the first visit to the inquiry
Bosseo’s public Lead Attribution page says the product records channel, referrer, landing page, device and session detail, then connects that journey to intake or calls. This matters because a person may return more than once before contacting a firm. A remembered answer such as “Google” does not identify the page or path that preceded the inquiry. For a Milford firm, the decision is whether the record can preserve the distinction between local service content, a broader practice-area page, a referral and another path without asking the prospective client to reconstruct it.
Recommended approach
During a review, ask to see how one journey is represented from first visit through contact. Confirm which fields are available to your team, how repeat sessions appear, and whether the landing page can be evaluated alongside the inquiry’s practice area and geography. Do not treat a channel record as proof that the channel caused a signed case; use it as evidence to review against later outcomes.