1. Start with the handoffs your Ishpeming firm actually uses
Bosseo’s Automation page focuses on the movement from first contact to a ready-to-work matter: website, CRM, case management, routing and follow-up. That makes the first review operational rather than demographic. Ishpeming’s recorded relationship to Marquette County identifies the local geography, but it does not tell you how prospective clients contact your firm or which person handles them. Map those facts directly. Include website forms, calls, chat, video intake, email and any other paths your firm uses. Then identify what happens after each one arrives.
Recommended approach
Ask Bosseo to review where an inquiry is captured, where it is logged, who owns the next action, and what information must travel with it. Keep the scope tied to your firm’s real intake flow rather than treating Ishpeming’s population as a proxy for demand.
