1. Replace an unreliable source question with a complete journey
A client who answers “Google” may have searched, visited a service page, left, returned through another channel and then called. Bosseo’s public Lead Attribution page describes channel, referrer, landing page, device and session detail connected to a lead’s intake answers. That gives your team more useful context than a manually entered source field. For a Troy practice, define the geographic questions you want to answer separately from the city’s population record: did an inquiry identify Troy, another Lincoln County community, or a different service area? The system should not treat the Census estimate as evidence that any particular matter type is present.
Recommended approach
Review whether your current intake records preserve the first visit, later sessions, source page and inquiry details. Decide which geographic and matter-type fields are necessary for case evaluation before changing budget or staffing decisions.
