1. Map the Kokomo inquiry path before changing software
Your first decision is geographic and operational. Define whether this workflow is for matters originating in Kokomo, matters anywhere in Howard County, or a broader Indiana service area. Those are different scopes and should not be blended in one routing rule merely because they are nearby. Then document every entry point your firm actually uses: website forms, calls, chat or video intake. Bosseo’s public Automation page describes a flow in which an inquiry is captured, logged and tagged, synced into a CRM or case-management system, and prepared for follow-up. It also describes mapping where leads come from, who handles them, which system receives them and what should happen next.
Recommended approach
Bring a current intake map to the consultation. Mark the source, geographic coverage, matter type, owner and next action for each path. If the firm serves only selected matters in Howard County, make that eligibility decision explicit rather than allowing automation to imply that every inquiry is suitable for the same response.
