1. Define what “qualified” means before reading the source data
Lead Attribution can place intake answers alongside the journey that produced the inquiry. That makes the first decision operational: which answers matter when your team evaluates an Austin inquiry? A firm may need to distinguish practice area, incident or matter type, jurisdiction, timing, consultation status, or another criterion already used in its intake process. The Austin geography must also be kept precise. A lead associated with Austin city is not automatically a lead from every county named in the Census record, and a county relationship is not proof that the person lives in Austin. Decide which geographic fields your firm actually records and how those fields affect ownership or qualification. Bosseo’s public product description says intake answers are attached to the journey and that case type and source can live in one record. Use that capability to inspect your existing qualification rules, not to create assumptions about the people you serve.
Recommended approach
Bring your current intake questions and qualification rules to a consultation. Decide which answers should be visible with the source record, which inquiries need escalation, and how Austin city, county, Texas, and other service-area labels will be distinguished.
