1. Replace “How did you hear about us?” with a fuller journey
A prospective client may not accurately remember the first place they encountered your firm. Bosseo’s public Lead Attribution page describes a journey that can include the channel, referrer, landing page, device and sessions before contact. It also describes attaching intake answers to that journey. That distinction matters for a Creston practice serving Union County: the geographic label alone will not tell you whether a matter came from an organic result, an AI referral, a Local Services Ad, a direct visit or another source. Attribution gives you a basis for reviewing the actual path instead of treating a caller’s recollection as complete.
Recommended approach
Ask during a consultation whether your current records preserve the journey behind an inquiry. If they do not, review which fields can be connected, which cannot, and whether the firm needs a consistent definition of a qualified inquiry, consultation and signed case.
