1. Define what “qualified” means before measuring attribution
Bosseo describes Lead Attribution as showing what a lead told the firm, how the person found the firm, the page that earned the click, the channel involved and the device used. Its public product page also describes intake answers attached to the journey and outcome tracking through consultation and signed case. Those labels are useful only if your firm applies them consistently. A Franklin inquiry can be local, statewide or outside your preferred service area; “from Franklin” alone does not establish that the matter fits your practice.
Recommended approach
Before adopting any report, write down the statuses your team already uses—or needs to use—for inquiry, qualified inquiry, consultation, retained matter and declined matter. Decide whether geography, practice area, urgency and conflicts screening belong in the qualification review. Ask Bosseo how those definitions would appear in the product and whether your existing records can support them.
