1. Replace “How did you hear about us?” with a fuller journey
A client’s recollection is not the same as an attributable path. Bosseo’s public Lead Attribution description says the record can include channel, referrer, landing page, device, session detail and attached intake answers. It also describes calls joining the same journey. That distinction matters when a prospective client reaches a Lawrence practice through one page, returns later and contacts the firm another way. The system is intended to make the source and the substance of the inquiry available together rather than relying on a handwritten source field.
Recommended approach
Review whether your current intake record preserves the first meaningful visit, later sessions, contact method, landing page and qualification information. Decide which fields your team needs to assess a matter without asking a caller to reconstruct the entire path.
