1. Map the inquiry path your Franklin Town practice actually uses
Franklin Town is a municipality in Norfolk County, Massachusetts. That relationship helps define the service area for a review, but it does not tell you how prospective clients contact your firm or which matter types you receive. Start with your own evidence: website forms, phone calls, chat, video intake and any other documented entry points. Bosseo describes Automation as connecting website inquiries to CRM and case-management systems, with information logged, tagged, routed and followed up. The useful question is whether your existing path loses information between those points.
Recommended approach
Bring one current inquiry path to the consultation. Identify the first capture point, the person or team that receives it, the system of record, the next action and the point at which a human must exercise judgment. Ask Bosseo to distinguish what can be connected from what would require a separate review.
