1. Map the Dearborn Heights inquiry path before choosing automation
A Dearborn Heights firm may serve people within the city and elsewhere in Wayne County, but the geography does not tell you how inquiries currently arrive or who handles them. Start with your own records and workflows: website forms, calls, chat, video intake, email notifications and consultation requests. Identify where each path enters the firm, which person owns it, and what information must be available before the next action. Bosseo’s public Automation page describes mapping where leads come from, who handles them, which system they should enter, and what should happen next.
Recommended approach
Bring one representative path for each important intake source to the consultation. Ask Bosseo to show the proposed route without assuming that every source, matter type or geographic area should receive the same treatment.
