1. Set response rules for Berkeley callers
A Berkeley-serving firm may need one response path for a new inquiry and another for a current client. Bosseo describes classification into Potential New Client, Current Client or Other, along with case-type tagging. That makes the service relevant to a firm that wants to separate intake from existing-client communication without treating every caller alike. The Census identifies Berkeley’s county relationship as Ocean County, but it does not show when people call or which practice areas they need.
Recommended approach
Bring your practice areas, service territory, office hours and consultation process to the review. Decide which questions the system should ask, which matters require immediate human attention and which calls should be routed for later follow-up.
