1. Map the Cibolo intake path before changing it
A firm serving Cibolo may receive inquiries through more than one route, but population data cannot tell you how many arrive, when they arrive or which matters they concern. Begin with the actual path for your firm: the entry point, the person or team that sees it, the system where it is recorded and the action expected next. Include inquiries connected to both Bexar County and Guadalupe County service areas if those geographies affect routing or review. Bosseo describes Automation as a way to map where leads come from, who handles them, which system receives them and what happens next.
Recommended approach
Bring a current-state map to the consultation. Mark every manual handoff, duplicate entry, unassigned inquiry and point where a staff member must remember to follow up. Treat the Cibolo geography as a routing and service-area question, not as proof that more automation is needed.
