1. Map the first inquiry to a specific next action
Bosseo’s public Automation page describes a path from form, call, chat or video intake to a logged and tagged contact, then to routing, follow-up and a case-management handoff. For a firm serving Maysville and Mason County, the first decision is local scope: which inquiries are genuinely within the firm’s service area, and which require a different response? Population evidence for Maysville city cannot answer that. Your intake map should instead record the geographic questions your firm already uses, the matter types it accepts and the point at which a person must review the inquiry. A useful map distinguishes capture from legal judgment. Automation can move information and create tasks; the firm still decides whether a matter is appropriate.
Recommended approach
Bring a sample of your current inquiry paths to the consultation, with identifying information removed. Review website forms, calls, chat or video intake, inbox handling, geographic eligibility, matter screening and the next owner. Ask Bosseo to show where each accepted path would land and what action would follow.
