1. Map the first inquiry to a defined owner
Bosseo describes Automation as a connection between a website, CRM and case-management system. Its published workflow covers lead capture, logging, tagging, routing and follow-up. For a firm serving Lemay, review every entry point used by people in the firm’s service area, then identify the responsible person or team for each type of inquiry. The Lemay reference should help define which geographic fields or service-area questions matter in your intake; it should not be used to assume how many inquiries arrive.
Recommended approach
Bring a current list of intake channels and matter categories to the consultation. Decide which facts should determine ownership, which situations require escalation and which inquiries should receive a consultation-booking path.
