01Approved workflow mapA review of where a Sugarmill Woods inquiry enters, what information is collected, which jurisdiction and practice questions matter, who owns the next action and what happens when an answer is uncertain.
02Routing and ownership rulesA documented scope for routing by jurisdiction, practice, language preference and availability, subject to your firm’s approved assignments and exceptions.
03Lead record and source reviewA proposed record structure covering contact details, case type, notes, owner, source and the next action, with a review of what should be preserved across connected systems.
04Duplicate and failure-handling reviewA review of how repeat inquiries should be recognized, how staff should respond and how failed handoffs should be logged and escalated.
05Follow-up and booking reviewA review of whether the selected workflow should acknowledge an inquiry, assign a task, support follow-up or connect to consultation booking, using language approved by the firm.
06System connection scopeA discussion of the website, intake, CRM, case-management or calendar systems involved. Bosseo’s published product information describes connecting existing systems, but the exact connection must be confirmed for your stack.
07Workflow review and maintenance scopeA decision document identifying the approved workflow, responsible owners, exceptions and the circumstances that require a later review when your systems, practice mix or intake rules change.
