6. Make the record useful to the people who act on it
Attribution is only operationally valuable when attorneys, intake staff, and marketing decision-makers can interpret the same record. Bosseo says its instrumentation runs behind the scenes and that the firm’s team can continue working as usual, with journey data attached automatically. That describes the stated product approach; it does not remove the need to agree on definitions, access, outcome updates, or privacy expectations.
Recommended approach
Before booking, write down who owns source review, who records consultation and matter outcomes, which fields are required, and how often the firm will examine the data. Ask how access is controlled, what information is retained, and how the proposed setup fits your existing intake tools. Decide in advance which findings would lead to a page review, channel review, intake change, or no action.