1. Start with the handoff, not the software
Bosseo describes Automation as a connection between marketing, intake and operations. Its public product page identifies website-to-CRM synchronization, lead logging and tagging, routing, follow-up, calendar booking flows and case-management handoffs. That makes the first Ketchikan decision operational: identify what happens between an inquiry and the next action. A form that reaches an inbox may need a different path from a call, chat or video intake. The firm should also distinguish an inquiry from a qualified consultation and a signed matter rather than treating every contact as the same record.
Recommended approach
Map each current entry point and the next accountable action. Bring the firm’s existing CRM, case-management platform, calendar and intake forms to the review. Do not choose a workflow because Ketchikan’s population suggests a particular volume or staffing model; use the firm’s own records and operating judgment.
