1. Map the Yonkers inquiry path before changing technology
Yonkers is a city in Westchester County, so your review should define the geographic scope of the firm’s intake rather than treat every nearby inquiry as the same opportunity. Start with the paths your firm actually accepts from people seeking service in Yonkers: website forms, calls, chat or video intake. Identify what happens after each entry point, where contact details and intake answers are stored, and who is responsible for the next action. Bosseo’s Automation page describes mapping where leads come from, who handles them, which system receives them and what should happen next before automating the journey. That makes the first decision operational: document the current route before deciding what to connect.
Recommended approach
Bring one current intake path to a consultation and identify every transfer from first contact to consultation, declined matter or other disposition. Ask where a Yonkers inquiry can wait without an owner, and whether the firm can distinguish a geographic inquiry from a different service area without relying on manual notes.
