1. Find the handoff that needs attention
Automation is most useful when a firm can identify a specific break between inquiry and action. Bosseo describes a flow from website, call, chat or video intake into a CRM and case-management system, with information logged, tagged, routed and followed up. For a Franklin practice, first document whether inquiries from Franklin and the rest of Merrimack County enter through the same path or require different ownership. Do not use the city’s population as a proxy for how many inquiries you receive. Review your own records instead: where did each inquiry arrive, who saw it, and what happened next?
Recommended approach
Bring a recent, de-identified sample of inquiry paths to a consultation. Decide whether the priority is capture, routing, follow-up, case-management handoff or measurement. Keep geographic service decisions separate from assumptions about population.
