Will Automation replace our CRM or case-management platform?+
Bosseo describes Automation as connecting the systems your firm already uses rather than replacing them. The exact connection plan depends on your current tools and configuration, which should be confirmed in consultation.
Can the workflow distinguish Madison inquiries from other service areas?+
It can be evaluated as a routing or record-field decision. Madison charter township is in Lenawee County, but your firm must decide whether geography changes eligibility, ownership or only reporting. The population estimate does not determine that rule.
What information should we bring to a consultation?+
Bring your intake channels, CRM and case-management details, calendar process, accepted matter types, service boundaries, current assignment rules and examples of exceptions. Also note where staff currently re-enter information or follow up manually.
Can follow-up differ by practice area?+
Bosseo’s public page describes follow-up sequences by case type. Your firm would still need to approve the wording, timing, channels, stop conditions and human review requirements for each practice area.
What happens when a lead arrives at night or on a weekend?+
The workflow can be evaluated for capture, logging, tagging, acknowledgment, task assignment and later human review. The appropriate path depends on your firm’s policies and systems; no particular response time or result should be assumed.
How should we measure whether the automation is working?+
Agree on definitions for inquiry arrival, response timing, assignment, follow-up, consultation booking and accepted matter. Bosseo also describes attribution and an ROI Dashboard, but those descriptions do not guarantee rankings, leads, cases or revenue.
