1. Start with the journey, not the client’s memory
A person who says “Google” may have used several touchpoints before contacting your firm. Bosseo’s Lead Attribution page describes a journey that can include channel, referrer, landing page, device and sessions before the inquiry. It also states that intake answers can be attached to the journey. That distinction matters when you serve a defined place such as Irvington in Westchester County: a general source label does not tell you which page or channel brought the inquiry, or whether the matter matched your practice focus.
Recommended approach
Ask to review how the service identifies the first visit, later sessions and the contact event. Decide which intake answers your team needs beside the source record, such as case type or qualification answers.
