1. Define what counts as a qualified inquiry
Attribution is only useful when the firm distinguishes a contact from a matter worth reviewing. Bosseo describes attaching intake answers to a lead journey, including case type and source, and tracking the path beyond the initial lead toward consultation and signed case. For a firm serving Campbelltown in Lebanon County, the first decision is therefore operational: which intake answers indicate that a contact belongs with the firm, which require attorney review, and which should be declined or referred? The population estimate for Campbelltown cannot answer those questions. Your practice areas, geographic acceptance rules, conflicts process, and consultation policy must supply the definitions.
Recommended approach
Write the qualification rules before judging channels. Decide which fields are required, who reviews uncertain matters, how an urgent inquiry is escalated, and what outcome labels mean. Ask Bosseo how those rules would appear beside the attributed journey and whether your existing intake information can be used without changing the team’s daily work.
