1. Map the inquiry path before choosing automation
A Huron firm may receive inquiries through a website form, phone call, chat or another intake path. The relevant question is what happens after each one. Does the information reach a CRM? Is the matter type visible? Does someone own the next task? Is a consultation option offered? Does the handoff into case management require retyping? Bosseo describes Automation as a connection between marketing, intake and operations, with leads logged, tagged, routed and followed up. That makes an intake-flow review more useful than a population-based assumption about how many inquiries the firm receives.
Recommended approach
Bring every current inquiry path to the consultation, including paths used for matters connected to Huron and Beadle County. Identify the first system that receives each inquiry, the person responsible for the next action and the points where information is copied manually. Decide which handoffs should be connected first.
