Will Bosseo Automation replace our CRM or case-management system?+
Bosseo’s public page describes Automation as connecting existing CRM and case-management tools rather than replacing them. Your exact systems and permitted connections should be confirmed in the consultation.
Can the workflow distinguish Bellefontaine from the rest of Logan County?+
It can be proposed as a routing or review question if the firm collects reliable location information and serves those areas differently. The consultation should determine the appropriate fields and human-review rules; the city’s population does not determine the workflow.
What should happen when an inquiry arrives outside office hours?+
The firm should decide what information can be captured, what acknowledgment is approved, who receives the task and when a human must follow up. Bosseo describes automated capture and follow-up as part of its Automation offering, but the firm’s specific policy must be agreed first.
Can automated follow-up vary by matter type?+
Bosseo’s public page describes follow-up sequences written for a firm and its case types. Ask for confirmation of the matter categories, channels, timing, approval controls and stop conditions that would apply to your firm.
Will automation decide whether we accept a case?+
It should not be treated as a substitute for the firm’s legal judgment, conflict review or acceptance decision. Use automation for agreed administrative routing and escalation, while qualified people make decisions reserved for the firm.
How do we know whether the workflow is working?+
Review whether inquiries are captured, tagged, assigned, acknowledged, followed up and advanced to the intended next action. Bosseo describes attribution and an ROI Dashboard, but the fields, definitions and compatibility with your systems should be confirmed before relying on them.
