1. Start with the journey, not the caller’s memory
A prospective client may visit more than once or use more than one path before contacting a firm. Bosseo describes Lead Attribution as capturing the channel, referrer, landing page, device and session detail, then attaching intake answers to the journey. That gives you a more specific record than a handwritten source field such as “Google” or “referral?” York is a town in York County, but neither that relationship nor the town’s population establishes how people find your firm. The relevant question is whether your records can distinguish the source and path of actual inquiries associated with York and the wider geography your firm serves.
Recommended approach
Review whether your intake process can preserve the complete journey for each inquiry without asking the prospective client to reconstruct it. Define which geographic fields matter to your firm separately from source fields, so “York” does not become a substitute for channel, landing page or case outcome.
