Will Bosseo replace our CRM or case-management software?+
Bosseo’s public Automation page describes connecting the systems your firm already uses rather than replacing them. Confirm your exact software and the intended data path during the consultation.
Can Automation handle an inquiry that arrives outside office hours?+
The public page describes automated capture, logging, tagging and follow-up, including an illustrative overnight workflow. Your firm should decide which messages, escalation rules and human review requirements apply outside office hours.
Which systems does Bosseo publicly identify?+
The page names Clio, MyCase, Filevine, PracticePanther, Smokeball, Lawmatics and HighLevel, and describes direct connections or connections through Zapier and APIs. Exact compatibility and scope should be confirmed for your stack.
Can staff intervene after an automated message is sent?+
The public page says humans can take over conversations while automation handles logging, routing, reminders and follow-up. Ask how that handoff would be represented in your chosen systems and what stops or changes a sequence.
Can follow-up differ by practice area?+
Bosseo describes follow-up sequences written for a firm and its case types. Your consultation should define the approved wording, timing, channel and stop conditions for each matter category you choose to support.
What should we measure before deciding?+
Measure the points your records can support, such as capture, completeness, assignment, follow-up, reply, consultation booking and system handoff. Do not use the Campton Hills population estimate as a substitute for an intake baseline.