Will Automation replace our CRM or case-management system?+
Bosseo describes Automation as connecting the systems your firm already uses rather than replacing them. The exact handoff depends on your tools, fields, permissions and configuration, so those details should be confirmed during the review.
Can a Newmarket inquiry be routed differently from another inquiry?+
It can be reviewed as a routing option, but the town name alone should not determine legal fit or urgency. Decide first whether location is an operationally useful field and define the service-area rule your firm actually follows.
What can happen when an inquiry arrives after hours?+
Bosseo describes capture, logging, tagging, routing, task assignment and automated follow-up as parts of Automation. Your firm must decide the approved message, escalation path, consultation process and staff responsibility for after-hours inquiries.
Can follow-up differ by practice area?+
Bosseo’s public page describes follow-up sequences per case type, including different timing, wording and channels. Your firm would need to approve the content, timing, consent approach and stopping rules before use.
How should we measure whether the workflow is working?+
Start with events your records can support: when the inquiry arrived, when it was assigned, when the first response occurred, whether follow-up was completed, whether a consultation was booked and what matter status was later recorded. These measurements do not automatically establish demand or revenue.
What should we bring to a Bosseo consultation?+
Bring your current intake path, system names, case-type rules, service-area policy, after-hours practice, follow-up messages and examples of the fields your team re-enters. Also bring the operational measurements you already trust and the gaps you want to investigate.