1. Move beyond “How did you hear about us?”
A prospective client may not remember the first page they visited or the channel that led them there. A verbal answer such as “Google” can conceal several visits, a return visit, a review page and a later phone call. Bosseo’s public Lead Attribution description says its records can include channel, referrer, landing page, device, session detail and intake answers. That gives a Racine firm a more specific basis for reviewing inquiries connected to the city and Racine County rather than treating every contact as an undifferentiated lead.
Recommended approach
Before choosing a reporting approach, list the fields your team needs to review for each inquiry: source, landing page, case type, intake answers, contact method and eventual matter outcome. Ask Bosseo how those fields would be handled in your current intake environment.
