1. Define what counts as a qualified inquiry
A Chesterbrook address alone cannot tell you whether an inquiry is relevant to your practice. The product page describes intake answers attached to a lead journey, including case type and source. That creates a more useful review than relying only on a caller’s memory or a manually entered “how did you hear about us?” field. Before implementation, decide which intake answers your attorneys actually use to assess fit, urgency, location and next action. Do not treat the Chesterbrook population estimate as evidence of any particular legal need or staffing requirement.
Recommended approach
List the minimum information your team needs before assigning an inquiry. Separate a contact, a qualified inquiry, a consultation and a signed matter. Ask Bosseo to show how those distinctions would appear in the proposed attribution view and which fields would remain under your firm’s control.
