1. Turn “How did you hear about us?” into a traceable journey
A prospective client may not remember the first interaction accurately. Bosseo’s public Lead Attribution description says the record can show the channel, referrer, landing page, device, session history and intake answers. It also describes journeys that include organic search, AI referral, Local Services Ads, direct traffic and referrals. That matters when a Newton inquiry returns through a different route before contacting the firm. The city’s relationship to Middlesex County helps define the geography you may want to review, but it does not identify which source produced a matter.
Recommended approach
Review whether your current intake record can connect the first visit, later visits, contact method, case type and eventual outcome. If it cannot, ask Bosseo to demonstrate how those fields would appear for your firm and which geographic labels would be meaningful to your reporting.
