Map the handoff from first inquiry to assigned work
For a Hutchinson firm, the relevant geographic question is not how many people live in the city. It is whether an inquiry identified as Hutchinson or Reno County must pass through several internal steps before someone can act. Bosseo describes Automation as a way to map where leads originate, who handles them, which system receives them and what should happen next. That makes the first review operational: trace a real inquiry from its entry point to ownership.
Recommended approach
Bring one current intake path to the consultation. Identify every inbox, form, call record, CRM entry, case-management step and calendar action involved. Ask Bosseo to show which handoffs can be connected and which still require a person.
