1. Start with the inquiry paths your firm actually uses
Bosseo’s public Automation page describes intake from forms, calls, chat and video intake, followed by logging and tagging. That makes the first decision a mapping exercise: identify every way a prospective client can contact your firm and the information each path captures. A Springville service area may include inquiries associated with St. Clair County, but the city and county should remain distinct in your records and reporting. The Census population figure for Springville city does not establish how many people will contact a law firm or which matter types they need.
Recommended approach
List the entry points that are currently in use, then compare the fields collected by each one. Decide which details are necessary for the next action and which should remain subject to staff review. Ask Bosseo to show how each selected entry point would be represented in your existing workflow rather than assuming that one form or one intake path fits every matter type.
