1. Start with the actual journey, not the client’s memory
A prospective client may remember the firm name without remembering the path that led there. Bosseo describes Lead Attribution as showing the channel, referrer, landing page, device and sessions associated with a lead, with intake answers attached. The product page also describes calls joining the same journey record. For a firm serving Frankfort and Franklin County, the useful question is not whether a resident exists in the service area; the useful question is whether a particular visit, page or referral preceded a qualified inquiry. Population is not a substitute for that evidence.
Recommended approach
Review whether your current intake record preserves the first known source, later visits, landing page and case-type information. If staff rely on memory or a manually entered source field, ask Bosseo to demonstrate how the complete journey would be represented and what your team would use to review it.
