1. Define the journey you need to see
Bosseo describes Lead Attribution as showing a lead’s channel, referrer, landing page, device, sessions and intake answers, with the journey connected to consultation and signed-case outcomes. For a Northbrook practice, begin by defining the geographic scope of the matters you want to evaluate: Northbrook, Hamilton County, other Ohio locations, or a wider service area. Do not treat the Northbrook population estimate as a forecast. Instead, use it to make the reporting boundary explicit. A lead associated with Northbrook is not automatically a Northbrook-only opportunity, and a county relationship does not define your firm’s service territory.
Recommended approach
Ask Bosseo to show how the proposed view distinguishes location, practice area, source and outcome. Decide which geographic labels your team will use during intake and which ones should remain separate from attribution data.
