1. Replace “How did you hear about us?” with a journey record
A caller may remember only “Google,” while the useful record may include a search visit, a South Amboy service page, a later return visit, and a phone call. Bosseo describes Lead Attribution as capturing channel, referrer, landing page, device, session detail, intake answers, calls, and outcomes in one lead journey. That is materially different from relying on a handwritten source field. For a firm serving one named municipality within Middlesex County, the practical question is not whether South Amboy residents exist; the Census record already establishes the city as a municipality. The question is whether your system can distinguish a relevant local inquiry from an unqualified contact and preserve the path that produced it.
Recommended approach
Review ten to twenty recent inquiries, if available, and compare what your intake record says with what your website, call, and matter records can actually establish. Look for missing source fields, ambiguous referrals, disconnected phone calls, and cases that stop being tracked after the initial consultation.
