1. Replace “How did you hear about us?” with a recorded journey
A client’s answer may be incomplete. Bosseo describes Lead Attribution as capturing the channel, referrer, landing page, device and session history associated with a lead. Intake answers are attached to that journey, so source and substance can be reviewed together. The service page also describes calls joining the same record, including the web journey, transcript and case-type tag.
Recommended approach
Ask for a live explanation of one complete journey, from first visit through inquiry, consultation and signed case where available. Confirm which events your firm can inspect, who can correct an inaccurate outcome, and how the system distinguishes an inquiry from a qualified matter.
