1. Map every Goodyear inquiry before choosing an automation
Bosseo describes Automation as a lead-to-matter system that can connect website forms, calls, chat or video intake with a CRM and case-management platform. Its stated flow is capture, logging and tagging, synchronization, routing and follow-up. That makes the first decision operational: identify how a prospective client reaches your firm, where the information lands now, who owns the next action and what happens if no one responds. A Goodyear firm may serve people in the city while operating from elsewhere in Maricopa County; the city relationship alone does not tell you which channel or workflow performs best.
Recommended approach
Bring a current-state map to the consultation. Include website forms, phone handling, chat or video intake if used, inboxes, CRM records, case-management records, calendars and manual spreadsheets. Mark each transfer, duplicate entry, waiting point and escalation rule. Ask Bosseo to distinguish a supported connection from a workflow that would need further technical review.
