1. Replace “Google” with a usable journey
A prospective client may remember the search engine but not the exact path. Bosseo’s public Lead Attribution description identifies channel, referrer, landing page, device and session detail as journey fields. It also describes attaching intake answers to the record. That distinction matters when your North Branford page is one step in a longer Connecticut search journey: a visitor might arrive on a service page, leave, return through another source and then call. The town’s relationship to the South Central Connecticut Planning Region is a geographic classification, not proof that every relevant inquiry will originate there. Your records should preserve the actual path instead of assigning a source from memory.
Recommended approach
Review whether your current intake record can retain the first visit, later sessions, landing page, referrer, channel and the client’s substantive intake answers. Decide which fields your attorneys need when evaluating a matter and which should remain operational details for staff.
