1. Map the first inquiry to a responsible owner
Automation begins with the path from first contact to the next action. Bosseo describes mapping where leads come from, who handles them, which system should receive the information and what should happen next. For a College firm, begin by defining whether the firm serves College alone, the wider Fairbanks North Star Borough, or another stated Alaska service area. Do not use the College population estimate as a proxy for inquiries. Instead, document the firm’s actual contact points: website forms, calls, chat or video intake where applicable. The useful question is whether every contact has an identifiable owner and a defined next step.
Recommended approach
Ask Bosseo to review the current intake journey and identify every handoff that depends on manual copying, an unchecked inbox or an informal callback promise. Decide which person or role owns each matter type and what information must be present before that person acts.
