Is Automation intended to replace our CRM or case-management software?+
Bosseo’s public Automation page says it connects existing CRM and case-management tools rather than replacing them. Bring your exact software list to the consultation so the possible connection path can be confirmed.
Can the workflow cover inquiries from Logansport and elsewhere in Cass County?+
It can be evaluated against the geographic rules your firm sets. Logansport is in Cass County, but the Census record does not define your service area. Your firm should specify which locations it accepts and how out-of-area inquiries are handled.
Can different matter types receive different follow-up?+
Bosseo describes follow-up sequences by case type. Your firm must decide which categories exist, what wording is approved, when contact stops and when a person takes over.
What happens when an inquiry arrives outside office hours?+
A possible workflow can capture, log, tag, route and follow up according to approved rules. The exact message, owner, timing and escalation path should be decided with your firm; no particular response result is guaranteed.
What should we bring to a consultation?+
Bring your current intake channels, CRM and case-management names, calendar process, matter categories, service-area rules, ownership decisions and examples of handoffs that require manual re-entry. Do not share confidential client information.
Does Automation guarantee more cases or better search visibility?+
No. Automation is described as an operational connection among intake and practice systems. It does not guarantee inquiries, signed matters, revenue, crawling, indexing or search visibility. Google says scaled content still needs original value, accuracy and relevance.