1. Map the first inquiry to the next action
Bosseo describes Automation as moving leads from a website, form, call, chat or video intake into a CRM and case-management workflow. The product page identifies capture, logging, tagging, syncing, routing and follow-up as parts of that path. For a firm serving Cicero and Onondaga County, the useful question is not whether every inquiry should follow one route. It is whether each source and matter type has a defined next action. Separate a request for a consultation from an inquiry that needs a human review, and identify the owner for each. Keep the geographic boundary precise: Cicero is a town in Onondaga County, not a synonym for every person or household in the county.
Recommended approach
Bring a current intake map to the consultation. Mark each entry point, the system where it first appears, the person responsible, the required response and the point at which a consultation or matter record should be created.
