Start with the handoffs your Webster practice actually uses
The local fact matters here as geographic scope, not as a forecast. Webster CDP is recorded in Worcester County, so an intake review should distinguish inquiries from Webster from inquiries elsewhere in your service area and should not treat the CDP population as a proxy for lead volume. Bosseo describes Automation as a way to move information from website intake into CRM and case-management systems, with contact details, case type and intake answers carried together. The practical question is whether your current process loses context between the first contact and the person responsible for the next step.
Recommended approach
Bring a recent, representative description of your intake path to the consultation. Map each entry point, destination, owner and required action. Decide which geographic information is useful for routing or reporting, and which should remain a matter for staff review. Do not automate an assumption about who is eligible for representation merely because an inquiry is associated with Webster or Worcester County.
