1. Map the Stratmoor inquiry path before changing it
A location does not tell you how prospective clients contact your firm. A Stratmoor inquiry may begin through a website form, a call, chat or video intake, but the right automation decision depends on your existing channels and systems. Bosseo describes Automation as a connection between marketing, intake and operations. Its documented flow captures an inquiry, logs and tags contact details, case type and intake answers, then routes the record into connected systems. For your firm, start with the actual path from first contact to consultation or staff review. Identify every inbox, form, calendar, CRM and case-management destination involved. The goal is not to add a workflow because Stratmoor is a separate place. The goal is to find whether a location-relevant inquiry receives the same clear next action as any other inquiry.
Recommended approach
Bring one current intake path to a consultation and identify where information is copied, delayed, lost or left without an owner. Ask Bosseo to distinguish what can be connected from what requires a human decision.
