1. Start with the inquiry paths you actually use
Bosseo describes Automation as a connection between marketing, intake and operations. Its public product page identifies website forms, calls, chat and video intake as possible entry points, with information logged and tagged before routing. That matters for a firm serving Mulvane because a local inquiry may arrive through more than one channel, while the firm may serve people across both Sedgwick County and Sumner County. County relationships alone do not reveal which channel produces viable matters. Your review should therefore begin with observed paths, not population-based assumptions.
Recommended approach
List every current entry point and record what happens after submission or contact. Note whether the inquiry reaches a shared inbox, CRM, case-management platform, calendar or individual staff member. Ask which path is easiest to miss outside office hours and which information your team retypes. Bosseo can review that map and identify candidate connections; the firm should decide which matter types and channels belong in scope.
