1. Start with the calls your team wants answered first
A useful configuration begins with call categories, not population assumptions. Bosseo describes classification as Potential New Client, Current Client or Other, with case-type tagging. For an Eastchester firm, review whether those categories match the matters you handle in Westchester County and the neighboring service areas you intentionally accept. Decide which details belong in every intake, which belong only to selected practice areas, and which questions should trigger a human callback. The town’s relationship to Westchester County is a geographic boundary to document, not evidence that a particular matter type or caller profile is common.
Recommended approach
Bring a current list of practice areas, accepted locations, conflict-screening boundaries, consultation rules and questions your team already uses. Ask Bosseo to show how those decisions would appear in a caller interaction and its resulting summary.
