1. Define what a Lake Arbor inquiry means to your firm
A location label is not the same as a qualified legal inquiry. A person associated with Lake Arbor may contact a firm about a matter outside its practice focus, outside its service area or before the firm can evaluate the issue. Bosseo’s public description says intake answers can be attached to the lead journey and that outcome tracking can continue from lead to consultation and signed case. That makes qualification the first attribution decision, not an afterthought. Review the answers your firm already collects and identify the fields that distinguish a contact from an opportunity. Do not use the 14,335-person Lake Arbor estimate as a proxy for legal need or likely conversion.
Recommended approach
Bring a current intake example to a consultation, with personal information removed. Ask how the firm would classify an inquiry, consultation, qualified matter and signed case, and which of those stages should be visible in reporting.
