Is Automation intended to replace our CRM or case-management system?+
Bosseo’s public Automation page describes connecting the systems your firm already uses rather than replacing them. Confirm your exact software and connection scope during the consultation.
Which systems can Bosseo Automation connect?+
Bosseo names Clio, MyCase, Filevine, PracticePanther, Smokeball, Lawmatics, HighLevel, Zapier and APIs. The page also says the exact stack should be confirmed, so your firm should review its systems directly.
Can we use different follow-up for different matter types?+
Bosseo describes follow-up sequences written for a firm and its case types. Review the wording, timing, channels, consent requirements, reply handling and stopping rules before approving any sequence.
What happens when an inquiry arrives outside office hours?+
Bosseo describes automated capture, logging, tagging and follow-up. Your firm should decide what an after-hours contact receives, who owns it next, which matters require escalation and when a person must review it.
Will automation make legal decisions for our firm?+
Automation can support capture, routing, tasks and follow-up, but your firm must define the boundaries. Legal judgment, eligibility decisions and professional advice should remain with the appropriate people at your firm.
How should we judge whether the setup is working?+
Review operational records such as when an inquiry arrived, whether it was assigned, whether the approved response was sent, whether a consultation was booked and whether a matter was opened. Do not treat automation as a guarantee of rankings, inquiries, cases or revenue.