1. Replace memory-based source answers with a connected journey
A person may not remember whether they first saw an organic result, a referral, a Local Services Ad or another path. Bosseo describes Lead Attribution as capturing channel, referrer, landing page, device and session detail, then attaching intake answers to the lead record. That gives your team more context than a manually entered source field. Because Hurley is in Ulster County, decide first whether your reporting should distinguish Hurley inquiries from other communities the firm serves in the county. The Census relationship identifies geography; it does not tell you which areas produce qualified matters.
Recommended approach
Ask Bosseo to show how geographic coverage, landing pages and intake answers would be represented for your firm. Agree which location and case-type fields your team already records, and which outcomes—such as consultation or signed case—you want to review.
