1. Separate a Geneva inquiry from the path that produced it
Your intake team may know that a prospective client called or submitted a form. That fact alone does not identify the channel, referring page or earlier sessions that preceded the contact. Bosseo describes Lead Attribution as capturing the channel, referrer, landing page, device and session history associated with a lead. It also describes connecting intake answers to that journey. For a firm serving Geneva and elsewhere in Kane County, the useful question is not simply whether a contact mentioned Geneva. It is whether the record shows how that person reached the firm and what matter information accompanied the inquiry.
Recommended approach
Review whether your current records distinguish a Geneva inquiry from an inquiry elsewhere in Kane County, and whether they preserve the first meaningful source rather than relying on a person's memory. Decide which geographic and matter fields your team needs to review before changing budgets or follow-up practices.
