1. Map the path from a Horizon City inquiry to a responsible owner
Your geographic service area should appear in the intake decisions you review, but Horizon City’s population cannot tell you how many people will contact the firm or which matter types will arrive. Start with the paths you actually use: website forms, calls, chat or video intake. Bosseo’s public Automation page describes capturing those inquiries, logging contact details, case type and intake notes, and routing the record into connected systems. For your firm, the important questions are operational: which team member receives an inquiry tied to Horizon City, what information is needed before a consultation, and what happens when the preferred owner is unavailable?
Recommended approach
Bring a current intake example to the consultation, with personal information removed. Ask Bosseo to distinguish confirmed connections from items requiring technical review. Decide who owns each inquiry type, which fields are required, and what escalation rule applies when a record is incomplete or urgent.
