1. Map the Bolingbrook inquiry path before changing it
Bolingbrook’s municipal boundaries relate to both DuPage County and Will County. For a firm serving the village and possibly matters associated with either county, the first automation question is operational: does the same intake path apply to every inquiry, or do county, matter type or urgency change who should receive it? Population geography does not answer that question. Your firm’s current sources and routing rules do. Bosseo describes an intake-flow mapping stage that documents where leads come from, who handles them, which system receives them and what should happen next.
Recommended approach
Review each entry point separately: website form, phone call, chat and video intake. For every path, identify the information that must be captured, the person or team responsible for the next action, the conditions requiring escalation and the point at which a consultation may be offered. Ask Bosseo to show how those decisions would be represented before approving a connection.
