4. Treat routing and follow-up as the core implementation decision
Bosseo states that completed intakes can be delivered with answers attached and describes instant delivery and routing by case type. Bosseo also presents Automation as a related service for moving completed intakes into case-management workflows and running follow-up. The product description names inbox, CRM and case-management delivery, but a firm should confirm the exact destination, configuration and responsibilities for its own systems rather than assume a connection.
Recommended approach
Assign an owner for every intake category. Decide who receives a new submission, how quickly it is reviewed, what happens when the owner is unavailable, and how the firm records the disposition. During a consultation, ask Bosseo to confirm the systems and routing options relevant to your firm, including whether any requested workflow requires a related service.