1. Start with the inquiry paths your Homer firm actually uses
Bosseo describes Automation as a connection between a website, intake tools, a CRM and case management. Its published flow includes capturing a form, call, chat or video intake; logging contact details, case type, source and intake answers; and routing the information into connected systems. That gives you a practical starting point without assuming how many inquiries a Homer firm receives or which channel matters most. Review every current entry point serving people in Homer and the wider area your firm accepts matters from. For each one, record what a prospective client submits, where the information first lands and who is expected to act. If a website form becomes an email, for example, the issue is not the existence of Homer’s population estimate. The issue is whether someone owns that email and whether the next action is visible.
Recommended approach
Bring a channel-by-channel inventory to a Bosseo consultation. Decide whether the first scope should address website forms, calls, chat, video intake or another documented path. Do not automate a route until your firm can state what information it needs and what outcome counts as a completed handoff.
