Map every inquiry path before changing the workflow
Bosseo describes Automation as a way to map where leads come from, who handles them, which system receives the information and what should happen next. For a St. John practice, begin with the geographic scope of your service area rather than treating the municipality as a proxy for demand. St. John is in St. Louis County; your firm may serve clients beyond the city, but the correct workflow should reflect the areas and matter types you actually accept. Review forms, calls, chat and video intake separately. They may collect different information and reach different people.
Recommended approach
Bring a current intake map to the consultation. Mark each entry point, the first owner, the destination system, the next action and the point at which a human must exercise judgment. Do not automate a path merely because it exists; decide whether it is relevant to your practice and service area.
