1. Start with the inquiry path your Mack practice actually uses
A potential client may reach your firm through a website form, call, chat or another intake route. Bosseo’s Automation page describes a flow in which contact details, case type and intake answers are logged and tagged before being routed into the firm’s systems. For a practice serving Mack in Hamilton County, the useful local question is not how many people live in the CDP; it is which geographic areas your firm accepts and how those inquiries are currently handled. A Mack inquiry may be appropriate for one matter and outside your service area or practice scope for another. Automation should therefore reflect your intake rules rather than treat every contact alike.
Recommended approach
List each current inquiry source, the information collected, the person responsible for review and the next action expected. Review whether Mack and Hamilton County are represented accurately wherever geography affects eligibility. Ask Bosseo to map those paths before deciding what should be connected.
