1. Map the first inquiry to a defined next action
Bosseo’s public Automation page describes a flow from a captured form, call, chat or video intake to logging, tagging, system synchronization and follow-up. For a firm serving La Porte and LaPorte County, begin by documenting the routes an inquiry can take—not by assuming how many inquiries arrive. Identify each entry point, the information collected, the person or team responsible, and the event that should happen next. A county relationship does not tell you whether a matter comes from the city, elsewhere in LaPorte County or outside that service area, so geography should be an explicit intake field when it matters to eligibility.
Recommended approach
Ask Bosseo to review one complete current journey from first contact to consultation, decline, referral or other disposition. Decide which transitions should be automatic and which require attorney or staff judgment.
