1. Establish what counts as a qualified inquiry
An inquiry is not automatically a case. The Bosseo product page says intake answers can be attached to a lead journey, allowing source and case type to appear in the same record. For a firm serving Brady and McCulloch County, that distinction matters because the city’s population estimate cannot tell you which matters are appropriate for your practice or whether a particular channel is producing useful opportunities. Decide which intake answers your firm actually uses to evaluate fit, urgency, location, practice area and next action. Do not treat the Brady population estimate as a proxy for any of those conditions.
Recommended approach
Before reviewing attribution, define the qualification questions your team already relies on and the outcomes it wants to distinguish. Ask Bosseo to show how those answers would appear beside the journey data. Keep the definition of a qualified inquiry separate from a consultation, retained matter or signed case.
