1. Connect the source to the inquiry
A prospective client may visit more than once, arrive through different paths or contact the firm by phone instead of submitting a form. Bosseo describes Lead Attribution as capturing the channel, referrer, landing page, device and session history, then attaching intake answers to the lead record. That gives you a more useful starting point than relying on a person’s recollection of how they heard about the firm. For Evergreen, review whether your reporting distinguishes an Evergreen inquiry from activity elsewhere in Flathead County, Montana or outside your intended service area. The place name alone should not determine attribution.
Recommended approach
Ask to see how a lead record identifies geographic context, source path and intake information. Decide which locations, practice areas and inquiry types your team needs to review separately before changing budget or follow-up decisions.
