1. Map the first inquiry to a defined next action
Bosseo describes Automation as a connection between a website, CRM, case management, and follow-up. Its public product page lists captured forms, calls, chat, and video intake as possible entry points, followed by logging, tagging, routing, and follow-up. For a Camp Hill firm, the relevant scope may include inquiries from Camp Hill and elsewhere in Cumberland County, but the borough’s population cannot tell you which source produces the best matters or how quickly your team needs to respond. Those answers require a review of your current channels and matter-screening rules.
Recommended approach
Bring a current inquiry example to the consultation and identify the exact next action: acknowledgment, conflict-screening handoff, staff task, consultation invitation, referral, or closure. Ask Bosseo to distinguish what can be automated from what must remain a lawyer or staff decision.
