1. Start with the inquiry paths your Hopkinton firm actually uses
A prospective client may contact a firm through a website form, call, chat, or another intake route. Bosseo describes Automation as capturing those inquiries, logging and tagging contact details, case type, source, and intake answers, then routing them into connected systems. For a firm serving Hopkinton and Middlesex County, the useful question is not how many residents live in the town. It is which paths your firm accepts, which paths currently create duplicate work, and which inquiries require immediate human review. Review the difference between a new inquiry, an existing-client message, a referral, and an unsuitable matter before selecting automation rules.
Recommended approach
Bring a representative description of each intake path to the consultation. Decide which fields are necessary, which matter categories need different handling, and which events should create a task rather than an automated response.
