1. Map the path from first inquiry to next action
Bosseo presents Automation as a path from a captured lead to a logged and tagged record, then to a connected system and a ready-to-work task. For a firm serving Lansing and Ingham County, begin with the inquiries you actually accept from that service area. Identify where a website form, call, chat or video intake enters the firm, who sees it first, and what must happen before a consultation or attorney review. The Lansing location record does not tell you how many inquiries your firm receives, so the useful baseline is your own workflow.
Recommended approach
Bring a current intake example to the consultation and document each handoff. Ask which steps can be connected, which require human judgment, and where ownership becomes unclear. Keep any geographic routing rule tied to your real service policy rather than to population data.
