1. Map the first inquiry to a defined next action
Automation is most useful when the firm can describe what should happen after each type of inquiry. Bosseo’s public Automation page describes a flow in which a form, call, chat or video intake is captured, logged and tagged, then routed for work and follow-up. That makes the first review operational: identify every entry point serving your Allen Park practice, the information each one collects and the person or team responsible for the next action. Instead, use your own records to determine which sources and matter types require attention.
Recommended approach
Bring a current intake map to the consultation. Mark where a contact enters, where information is re-entered, who reviews it, what constitutes an urgent matter and how a consultation is offered. Ask Bosseo to distinguish supported connections from items requiring confirmation.
