1. Start with the inquiry paths your firm actually receives
Bosseo’s public Automation description covers website forms, calls, chat and video intake as possible points of capture. For an East Grand Forks practice, begin by documenting which of those paths you use for people contacting your firm about matters in Polk County or elsewhere in your service area. Do not treat the city’s population as a proxy for inquiry volume. The useful question is operational: where does an inquiry enter today, and what must happen next?
Recommended approach
Bring a current description of each intake path to the consultation. Separate a new inquiry from an existing-client message, referral, vendor contact or emergency communication. That distinction can shape tagging, routing and escalation rules.
