1. Map the first inquiry to a ready-to-work record
Bosseo’s Automation page describes a flow in which a form, call, chat or video intake is captured, logged and tagged with contact details, case type, source and intake answers. The stated purpose is to move information from a website or intake channel into a CRM and, where applicable, case management. For a firm serving Cameron and matters connected to Caldwell, Clinton or DeKalb counties, the useful local decision is which geographic fields belong in the intake record and which should remain questions for a lawyer or trained staff member. County names should not be treated as proof that a prospective client is eligible for representation.
Recommended approach
List every first-contact channel your firm actually uses. Then decide which fields are necessary for routing, which require human review and which should not be collected until the firm has established an appropriate consultation process.
