1. Separate a Deerpark visit from a qualified inquiry
A location page visit is not the same thing as a legal inquiry, and an inquiry is not necessarily a qualified matter. This distinction matters when your firm serves Deerpark within Orange County but also accepts matters from a wider New York service area. Bosseo’s public Lead Attribution page says the product attaches intake answers to a lead’s journey, including case type and source. That allows you to review the substance of an inquiry beside the path that preceded it.
Recommended approach
Agree on the qualification fields your firm already uses, then decide which fields should be reviewed beside source and journey. For example, review whether an inquiry concerns an accepted practice area, the relevant location, urgency and consultation status.
