Will Bosseo replace our CRM or case-management system?+
Bosseo’s public Automation page describes connecting existing tools rather than replacing them. It lists Clio, MyCase, Filevine, PracticePanther, Smokeball, Lawmatics, HighLevel, Zapier and APIs as connection methods or examples. Confirm your exact systems and proposed data path during the consultation.
What information can move through the workflow?+
Bosseo describes contact details, case type, source and intake answers moving with a lead, along with logging, tagging and routing. The exact fields, permissions and destination should be reviewed against your systems and firm policies before implementation.
Can different matter types receive different follow-up?+
The public page says follow-up sequences can be written by case type and can use text or email. Your firm must decide which matter types qualify, what the messages say, when a person takes over and when communication stops.
What happens when an inquiry arrives outside office hours?+
Bosseo describes capture, logging, tagging, routing and automated follow-up as parts of the Automation workflow. It does not establish your firm’s hours, staffing or escalation policy. Ask how the proposed path would handle an after-hours inquiry in your actual systems.
Can staff intervene manually?+
The workflow should be reviewed with manual ownership and escalation in mind. Bosseo’s page describes routing, task assignment and follow-up; your consultation should establish how staff access the record, take over communication and prevent an automated action from continuing when human judgment is required.
Does Automation guarantee more leads, cases or search visibility?+
No such conclusion should be drawn from the population record or from an automation workflow. Bosseo describes operational connections and measurement capabilities. Google states that automation does not guarantee crawling, indexing or search visibility. Review your own operational data before making performance decisions.
