1. Start with the inquiry paths your firm actually accepts
Bosseo’s public Automation page describes a flow beginning with a form, call, chat or video intake. It says those inquiries can be captured, logged and tagged with contact details, case type, source and intake answers. That makes the first decision operational: list every approved entry point for clients seeking help in or around Cherry Hills Village and identify what should happen after each one. Do not treat the city’s population as a proxy for inquiry volume. A firm serving this municipality may also handle matters elsewhere in Arapahoe County or Colorado, but the correct scope depends on the firm’s service area and intake policy.
Recommended approach
Bring a current map of your inquiry routes to the consultation. For each route, decide what counts as a complete inquiry, which information is necessary for the next human action, and which matters require immediate review. Bosseo can then evaluate whether the route should end in a CRM record, a task, a consultation option, a follow-up message or a human escalation.
