1. Start with the inquiry paths your Thibodaux firm actually uses
Bosseo’s Automation page describes intake from forms, calls, chat and video, followed by CRM logging and tagging. For a firm serving Thibodaux and Lafourche Parish, begin by listing the paths a prospective client can use today. Do not assume that the municipality’s population establishes how many people will contact you or which channel they prefer. Instead, identify the channels you operate, the information each one collects and the point at which a staff member must decide what happens next.
Recommended approach
Bring a channel-by-channel inventory to the consultation. Review whether each path creates a record, captures the relevant intake answers and identifies the intended next owner. If a path is not connected to your existing workflow, treat the connection as a scope question rather than an assumed capability.
