Will Automation replace our CRM or case-management software?+
Bosseo’s public Automation page describes connecting existing systems rather than replacing them. Your consultation should confirm the exact platforms, fields, permissions and transfer points for your firm before any connection is treated as suitable.
Which systems does Bosseo describe as connectable?+
The public page names Clio, MyCase, Filevine, PracticePanther, Smokeball, Lawmatics, HighLevel, Zapier and API connections, along with website, intake and case-management tools. Confirm your exact stack and the intended data path with Bosseo; a general product description is not a technical approval.
Can automation decide whether an Abilene inquiry is a case?+
No such decision should be delegated merely because a workflow can route information. Your firm should define the legal and operational judgments that require staff review. Automation can support approved capture, routing, tasks and follow-up, while your team retains responsibility for matter evaluation.
What should happen when someone contacts us outside office hours?+
Bosseo describes capture, logging, tagging, acknowledgment, task assignment and follow-up as possible parts of its Automation workflow. Your firm must decide what message is appropriate, what information may be requested, when a human must respond and how urgent situations are escalated.
Can follow-up differ by practice area?+
Bosseo’s public page describes follow-up sequences by case type. Ask for a review of your actual matter categories, message wording, timing, channels, reply handling and stop conditions. Do not use a sequence until your firm has approved its content and boundaries.
How should we judge whether Automation is working?+
Start with the handoff: was the inquiry recorded, tagged when appropriate, assigned, followed up and made available for the next human action? You can also review booking and attribution events where the relevant information exists. These measures do not guarantee search visibility, signed matters or revenue.