1. Start with the handoff that matters most
Automation is built around the movement from inquiry to next action. Bosseo’s public description covers website forms, calls, chat and video intake, followed by logging, tagging, routing and follow-up. The relevant question for your Topeka practice is not whether every source should be automated. It is whether each source has a defined destination and owner. A form that reaches an inbox may require a different response path from a call, while a video intake may already contain more qualification information. Map those differences before selecting rules.
Recommended approach
Bring a recent, representative description of how inquiries move through your firm. Identify the first destination, the person responsible, the expected next action and the point at which a consultation or matter becomes scheduled. Because the firm serves Topeka and Shawnee County, distinguish geographic questions your team actually asks from assumptions about everyone in the municipality. Bosseo can then review which handoffs are suitable for connection and which require human judgment.
