1. Map the Hudson inquiry path before changing it
A firm serving Hudson may receive inquiries through a website form, call, chat or video intake. Bosseo describes Automation as a connection between marketing, intake and operations, with leads captured, logged, tagged, routed and followed up. The first decision is therefore operational: identify where a Hudson inquiry enters, who owns it, which information is required and what should happen next. Do not use Hudson’s population as a proxy for inquiry volume or staffing demand.
Recommended approach
Document the current path for each relevant source and matter type. Mark every handoff, duplicate entry, unanswered question and point where ownership becomes unclear. A consultation should determine whether the proposed path fits the firm’s actual systems and responsibilities.
