Does Bosseo Automation replace our CRM or case-management software?+
Bosseo presents Automation as a way to connect the systems your firm already uses rather than replace them. The consultation should confirm the exact systems, records and actions involved.
Which law-firm systems can it connect?+
Bosseo’s public Automation page names Clio, MyCase, Filevine, PracticePanther, Smokeball, Lawmatics and HighLevel, and describes direct, Zapier or API-based connections for other platforms. Your exact stack must be reviewed before a connection is described as available.
Can we decide who receives different types of inquiries?+
Bosseo describes routing, task assignment and urgency rules. Your firm would need to define case types, owners, escalation conditions and any after-hours responsibility.
Can follow-up use our firm’s voice?+
Bosseo says follow-up sequences can be written for the firm and its case types, with timing, wording and channel reviewed with the firm. The consultation should also address when messages stop and when a person takes over.
What should we measure first?+
Start with operational measures such as inquiry arrival, first-response timing, ownership, completed follow-up and consultation status. These measures show workflow activity; they do not prove demand, case value or revenue.
Will automation improve our search visibility?+
Not automatically. Automation should be evaluated here for intake and operations, while search work should be assessed separately.