1. Start with the inquiry paths your firm actually receives
Bosseo’s Automation page describes a flow from a website form, call, chat or video intake into a CRM and case-management process. For a firm serving East St. Louis in St. Clair County, that means reviewing every path by which a prospective client contacts the practice—not assuming that a city population estimate predicts the mix. Document whether inquiries arrive through a form, phone call, chat or another configured intake source, then identify the next action expected for each path.
Recommended approach
Bring a recent, representative set of inquiries to a consultation with identifying information removed. Separate the current paths by source and matter type. The first decision is not “automate everything”; it is which handoffs are repetitive enough to standardize and which require immediate attorney or staff judgment.
