1. Make the local service area part of the call plan
Your firm may serve callers in Inver Grove Heights and elsewhere in Dakota County, but the geography alone does not tell you how many people will call or which matters they will raise. Treat the city and county relationship as a routing and profile question, not a demand forecast. Your Bosseo review should identify the places your firm actually serves, the practice areas you accept, office information you want callers to receive and the boundaries for matters you do not handle. The system can be configured with a firm profile, practice areas, office locations, hours, parking and consultation process, according to Bosseo’s public product description. Decide which information belongs in the automated conversation and which requires attorney or staff review.
Recommended approach
Bring your current service-area language and intake policy to the consultation. Ask how an Inver Grove Heights caller, a caller elsewhere in Dakota County and a caller outside your accepted geography would be handled.
