1. Map the Fountain Hills inquiry path before choosing automation
A Fountain Hills inquiry may begin through a website form, call, chat or video intake. Bosseo describes Automation as a way to capture, log, tag, route and follow up on those inquiries, with information moving from a website into a CRM and case-management system. The relevant local fact is geographic: Fountain Hills is a municipality in Maricopa County. That makes it useful to decide how your firm records location, service area and matter type, rather than treating every Arizona inquiry as identical. Population alone cannot tell you which matters arrive, when they arrive or who should handle them.
Recommended approach
Bring the current path for a Fountain Hills inquiry to the consultation. Identify the entry point, the system of record, the responsible person, the next action and the point at which a human must exercise judgment. Ask Bosseo to distinguish what can be connected from what requires a separate operational decision.
