1. Map the inquiry path before changing it
Automation decisions begin with the path an inquiry takes after it reaches your firm. Bosseo’s public Automation page describes mapping where leads come from, who handles them, which system receives them and what should happen next. It also describes website-to-CRM movement for forms, calls and video intake. For a firm serving Rapid City and Pennington County, the relevant scope is the inquiries your firm chooses to accept from that geography—not an assumption that every resident is a prospective client or that every matter arrives through the same channel.
Recommended approach
Bring a current-state map to the consultation. Identify each entry point, the person or role that owns the next action, the system of record and the point at which a human must exercise judgment. Ask Bosseo to distinguish confirmed capabilities from items that depend on your existing technology or a separate service.
