Will Automation replace our CRM or case-management software?+
Bosseo’s public Automation description says the service connects the systems your firm already uses rather than replacing them. Ask Bosseo to confirm the exact systems, fields and handoffs available for your firm.
Which platforms can Bosseo connect?+
The public page names Clio, MyCase, Filevine, PracticePanther, Smokeball, Lawmatics, HighLevel, Zapier and APIs as examples. It also says the exact stack should be confirmed, so provide your current tools during the consultation.
Can different matter types receive different follow-up?+
Bosseo describes follow-up sequences by case type. Your firm still needs to approve the wording, timing, channels, stop conditions and human-review points, and should review applicable communication requirements.
What happens when an inquiry arrives outside business hours?+
Bosseo describes automated capture, logging, tagging and follow-up when staff are unavailable. Your firm must decide what the message says, what escalation is appropriate and whether a human or another service handles the inquiry.
Can staff intervene in an automated workflow?+
Bosseo’s public description presents automation as handling operational steps while people handle judgment. Confirm how staff view, edit, pause or take over a specific workflow in your systems before approving the scope.
How should we judge whether Automation is a fit?+
Compare your current handoffs with the proposed flow. Confirm system compatibility, ownership rules, follow-up controls, after-hours handling, human review and measurable events. Do not use Crofton’s population estimate as a substitute for your firm’s actual intake records.
