1. Start with the journey, not the last question asked
Bosseo describes Lead Attribution as recording a lead’s channel, referrer, landing page, device and sessions before contact, with intake answers attached to the journey. Bosseo also describes calls joining the same journey record. That is more informative than relying only on a client’s recollection. A Lexington inquiry might involve a page about a practice area, a later return visit and a call; the relevant question is whether the available data can connect those events for your firm. Lexington is a municipality in Lexington County, and the 2020–2024 ACS five-year estimate records 24,585 residents, with a margin of error of 36.
Recommended approach
During a consultation, choose several recent inquiries and ask what journey details could be attached to each one. Decide which information your attorneys actually need: source, practice area, qualification answer, consultation status or signed-case status.
