1. Map the first inquiry to the next action
Bosseo says Automation can capture inquiries from forms, calls, chat or video intake, then log contact details, case type, source and intake answers. It also describes website-to-CRM synchronization and routing. For a firm serving Mitchell, the important geographic question is where inquiries from Mitchell, elsewhere in Davison County or outside that service area should go. Geography should be a decision rule only when your firm already uses it in intake; the Census record does not establish where prospective clients come from or what services they need. Review each entry point and define the next human action for each legitimate matter type.
Recommended approach
Bring a list of current inquiry channels and ask Bosseo to show how each could be recorded, tagged and assigned. Decide which geographic information is appropriate to collect, who reviews it and when a person must intervene.
