1. Start with the journey, not a remembered source
A caller may remember the last touchpoint rather than the first. A form submission may identify a case type without explaining which page or channel prompted the inquiry. Bosseo’s public Lead Attribution description says the product records channel, referrer, landing page, device, session detail, and attached intake answers. It also describes calls joining the same journey record. For a firm serving Briarcliff Manor and the rest of Westchester County, that distinction matters because a local landing page, a practice-area page, a referral, or an advertisement may all precede the same call.
Recommended approach
Review whether your current process preserves the first visit, return visits, referring source, landing page, and contact method. In a consultation, ask to see how those fields would be connected to the firm’s qualification and matter-outcome records. Do not treat a self-reported source as equivalent to a recorded journey.
