1. Start with the journey, not the client’s memory
Bosseo describes Lead Attribution as showing a lead’s channel, referrer, landing page, device, sessions and attached intake answers. Its public page also describes calls joining the same journey record. That matters because a person may not remember whether a search result, referral, advertisement or return visit prompted contact. For a firm serving Groton in Tompkins County, review whether your current records distinguish a Groton-related inquiry from an inquiry elsewhere in your service area and whether they preserve the page or source that preceded contact. Do not treat the town’s population estimate as a forecast of inquiries.
Recommended approach
Ask for a review of the paths your firm can currently observe: website forms, calls, referrals and later consultation or matter outcomes. Decide which geographic information belongs in intake and which should remain a reporting filter rather than a conclusion about demand.
