1. Map the River Ridge inquiry path before changing it
River Ridge and Jefferson Parish define the service geography, but the population estimate does not tell you how many people contact your firm or which matters they need. Begin with your own path: website form, call, chat or another intake source; the first recipient; the system of record; the person responsible for the next action; and the point at which a consultation or matter is created. Bosseo’s public Automation page describes mapping where leads come from, who handles them, where they should land and what should happen next. That makes workflow discovery more useful than assuming a particular channel or case type is the problem.
Recommended approach
Bring a current intake example to the consultation with personal information removed. Ask Bosseo to show where the inquiry is captured, logged, tagged, routed and followed up, and where a human must make a judgment. Keep geography as a service boundary rather than treating River Ridge’s population as a forecast.
