1. Map the path from first inquiry to next action
Automation decisions should begin with the firm’s real intake path. A form, call, chat or video intake may enter a different system or reach a different person. If the next action is unclear, the issue is operational rather than geographic. For a firm serving Hollywood in Charleston County, define whether the same process should apply to every inquiry in the service area or whether certain matter types, urgency levels or office responsibilities require different handling. Bosseo describes its Automation service as mapping where leads come from, who handles them, which system they should reach and what should happen next.
Recommended approach
Bring your current intake sources, systems and ownership rules to the consultation. Ask Bosseo to identify each handoff, the decision that controls the next action and the points at which a human must exercise judgment. Do not treat Hollywood’s population estimate as a forecast of calls or forms; use your own records to decide what deserves priority.
