1. Map the path from inquiry to responsible owner
Bosseo’s public Automation description places the first decision at the intake-flow level: where leads come from, who handles them, which system receives them and what should happen next. That is relevant whether your firm receives inquiries from a website form, a call, chat or video intake. Holland’s recorded relationship to Hunterdon County gives you a precise starting point for defining the geographic scope of the consultation and any intake categories that matter to your firm. It does not justify assumptions about how many people contact you or which matter types they need.
Recommended approach
Bring one current inquiry path to the review. Identify the entry point, the person or role that receives it, the system where it is recorded, the next action and the point at which a consultation or matter becomes someone’s responsibility. Ask Bosseo to distinguish an actual handoff problem from a marketing or demand problem.
