Will Automation replace our CRM or case-management system?+
Bosseo’s public Automation page says the service connects existing systems rather than replacing them. Your consultation should confirm the exact tools, data destinations and handoff boundary for your firm.
Which systems does Bosseo say it can connect?+
The public page names Clio, MyCase, Filevine, PracticePanther, Smokeball, Lawmatics, HighLevel, Zapier and APIs, while noting that the exact stack should be confirmed. Bring your current tools to the consultation.
Can we decide who receives different inquiries?+
Bosseo describes routing and task assignment, including matter-type and urgency rules. Your firm must decide the ownership, deadlines, escalation path and situations requiring human review.
Can follow-up differ by practice area?+
Bosseo describes follow-up sequences by case type and says timing, wording and channel can be tuned with the firm. Review the proposed language, stopping rules and approval responsibilities before using any sequence.
What should we measure first?+
Begin with events your team can define and inspect: whether an inquiry was captured, tagged, assigned, followed up and booked. Do not treat those events as proof of demand, rankings, signed matters or revenue.
What should we bring to a Bosseo consultation?+
Bring your intake sources, CRM and case-management details, calendar process, matter categories, ownership rules, current follow-up language and questions about human escalation. Also clarify whether Maumelle is one service area among several and whether geography changes a routing decision.