Start with the inquiry paths your Bonne Terre firm already receives
Bosseo describes Automation as a connection between marketing, intake and operations. Its public product page lists website forms, calls, chat and video intake as possible entry points, with contact details, case type and intake answers moving into the workflow. For a firm serving Bonne Terre and St. Francois County, the starting point should be the firm’s actual sources of inquiries—not an assumption based on the city’s population or geography. Review every current path, including forms, calls and any other channel your firm uses, then identify where information waits, gets copied or requires a second request from the prospective client.
Recommended approach
Bring a current map of your inquiry paths to the consultation. Ask Bosseo to identify the first destination for each inquiry, the information that should travel with it, and the person responsible for the next action. Keep the geographic scope explicit: Bonne Terre is in St. Francois County, but the workflow should reflect the firm’s actual service area rather than treating the city and county as interchangeable.
