1. Connect the first inquiry to a working record
Bosseo describes Automation as a lead-to-matter system that can capture a form, call, chat or video intake, then log and tag the contact, case type, source and intake answers. The stated purpose is to reduce re-entry between a website, CRM and case management system. For a firm serving Lynchburg and Moore County, the relevant geographic question is where inquiries actually originate and which location or service information your team needs attached to the record. The municipality’s population estimate is not a reason to assume a particular volume of inquiries or a particular staffing model.
Recommended approach
List every current entry point and document the minimum information your team needs before deciding what should be connected. Review whether the system can distinguish a new inquiry from an existing client, preserve the source and practice-area details, and create a record that a staff member can act on without retyping the same information.
