1. Replace “How did you hear about us?” with a recorded journey
A prospective client may remember a search, a referral or a call, but that answer can be incomplete. Bosseo’s Lead Attribution page describes a record containing the channel, referrer, landing page, device and session detail, with intake answers attached. It also describes calls joining the same journey. For a firm serving Lincolnshire in Lake County, the key question is not whether a person lives inside the municipality. It is whether the source and the legal matter can be reviewed together when the firm handles inquiries from Lincolnshire and other service areas.
Recommended approach
Ask Bosseo to show how one inquiry is connected from first visit through contact, consultation and signed case. Confirm which events your firm will treat as a qualified inquiry, how duplicate contacts are handled, and who can correct an inaccurate outcome. Do not treat a source record as proof of causation until your team agrees what the record means.
