1. Map the inquiry paths your firm actually uses
Bosseo’s Automation page describes a flow from first contact to a ready-to-work file. It identifies forms, calls, chat and video intake as possible entry points, followed by logging, tagging, routing and follow-up. For a Lake in the Hills practice, the relevant question is not how many people live in the municipality. The relevant question is how a person contacting your firm from Lake in the Hills enters your operation and where that inquiry currently waits. Review website forms, inboxes, phone handling, chat, video intake and referral handoffs separately. A single process may not fit every matter type or every county relationship your firm serves.
Recommended approach
Document each intake path before selecting automation rules. Record the information your team needs, the person responsible for the next action, the escalation point and the destination system. Keep the geographic scope precise: Lake in the Hills is in McHenry County; do not treat population as evidence of demand or capacity requirements.
