Is Automation a replacement for our CRM or case-management platform?+
Bosseo describes Automation as connecting the systems a firm already uses rather than replacing them. Confirm your exact platform, fields, permissions and required handoffs during the consultation.
Can the workflow handle inquiries from Lovington and elsewhere in Lea County?+
The workflow can be reviewed around the geographic rules your firm sets. Lovington is in Lea County, but the population record does not establish eligibility, demand or staffing needs. Your firm should decide how service area affects routing and qualification.
What happens when an inquiry arrives outside office hours?+
Bosseo’s public page describes automated capture, routing and follow-up, including after-hours scenarios. Your firm must decide the approved response, escalation rule, emergency handling and time at which staff review is required.
Can different matter types receive different follow-up?+
Bosseo describes follow-up sequences by case type. The firm should supply the matter categories, wording, timing, stop conditions and human-review rules, then confirm that the proposed workflow fits its systems and policies.
Can staff intervene after automation starts?+
Bosseo states that staff can step in manually while automation handles logging, routing, reminders and follow-up. Confirm how a reply, consultation booking, exception or staff action stops or changes the automated path.
How should we judge whether the implementation is working?+
Track operational events that matter to your firm: capture, correct tagging, ownership, response, follow-up and consultation status. Review those records with your own intake and matter data. Automation does not guarantee search visibility, signed matters or revenue.