1. Define what counts as a qualified inquiry before reviewing sources
Lead Attribution is most useful when the firm distinguishes a contact from a qualified inquiry. The Bosseo product page describes intake answers attached to the lead journey, including case type and source in one record. That creates a practical starting point for deciding which intake answers matter to your firm, which matters are outside scope, and which outcomes should be recorded.
Recommended approach
Write down the qualification fields your team already uses and identify where ambiguity enters. Review whether staff record matter type, service area, consultation status and signed-case status consistently. Instead, use the consultation to determine what can be measured from your existing contact paths and what definitions the firm wants in its reporting.
