1. Start with the handoffs your Laplace firm can observe
A prospective client may contact your firm through a website form, call, chat or video intake. Bosseo describes Automation as a way to capture those inquiries, log and tag contact information, case type and intake answers, then route the information into the firm’s systems. For a firm serving Laplace and St. John the Baptist Parish, the useful local question is not how many people live in the census-designated place. It is which service area, matter type and contact channel your current records identify when an inquiry arrives.
Recommended approach
Review a representative set of recent inquiries and document the actual path from first contact to assigned owner. Record where the inquiry entered, what information accompanied it, where it was stored and what action followed. Do not create routing rules from population alone; base them on your practice areas, service territory and operating decisions.
