1. Map the West Hollywood inquiry path before changing it
A West Hollywood firm may describe its market by city, county or a broader metropolitan service area. Those are different geographic scopes, so the intake record should preserve the location information the firm actually needs rather than treating every inquiry as a West Hollywood matter. Begin by listing how a prospective client can contact the firm and where each inquiry currently lands. Bosseo describes Automation as a way to map an intake flow, including where leads come from, who handles them, which system receives them and what happens next.
Recommended approach
Review the firm’s current paths for website forms, calls, chat and video intake. Decide which location fields, matter types and intake answers are necessary for triage. Do not use the city’s population estimate as a proxy for inquiry volume; use the firm’s own records and agreed measurement definitions.
