1. Map the Biloxi inquiry path before choosing automation
Biloxi is a municipality in Harrison County, Mississippi. That geographic relationship matters when you review intake ownership: an inquiry identified as Biloxi may need a different internal destination from an inquiry associated with another service area, matter type or office process. Bosseo describes Automation as a connection between a website, CRM and case management, with lead capture, tagging, routing and follow-up. Start by documenting what happens after a Biloxi-area prospect contacts you, rather than assuming every inquiry should follow one path.
Recommended approach
Bring your current form destinations, call-handling steps, intake questions and assignment rules to the consultation. Decide which geographic information is useful for internal routing and which should simply remain part of the matter record.
