1. Replace “How did you hear about us?” with a fuller journey
A prospective client may visit more than once, arrive through different channels, read a page, return later and then call. Bosseo’s public Lead Attribution page describes records that include channel, referrer, landing page, device and session detail, with intake answers attached. It also describes phone calls joining the same journey. For a Sodus practice, that distinction matters because the firm’s service area and the source of an inquiry are separate questions. A resident of Sodus town may reach you through a page about a practice area, a referral or an advertisement; the town’s population estimate cannot tell you which path is producing qualified work.
Recommended approach
Review whether your current intake records preserve the first meaningful source, later visits, landing page, device, call and case-type information. Ask Bosseo to show how a complete journey would be represented for your firm before deciding whether the detail is sufficient for your intake and privacy practices.
