1. Map the Wood River inquiry path before choosing automation
Your first review should follow an inquiry from the moment it arrives to the next human action. Bosseo describes Automation as a connection between marketing, intake and operations: leads can be captured, logged, tagged, routed and followed up. The relevant local boundary is your firm’s actual service area around Wood River and Madison County, not the city population alone. A Wood River inquiry may arrive through a website form, call, chat or video intake, but the available location record does not establish how often any channel is used.
Recommended approach
List each entry point your firm currently accepts, the system that receives it, the person who owns the next step and the condition that ends or changes follow-up. Ask Bosseo to review that map during a consultation rather than assuming every channel or matter type should use the same path.
