Does Automation replace our CRM or case-management system?+
Bosseo describes Automation as connecting the systems your firm already uses rather than replacing them. The consultation should confirm your specific platforms, fields and required handoffs.
Can the workflow distinguish Littlefield from other service areas?+
It can be proposed as a routing or qualification rule if your intake collects reliable geographic information and your systems support the required handling. Decide separately how Littlefield, Lamb County and any broader Texas service area should be treated.
Which systems can Bosseo connect?+
Bosseo’s public product text lists Clio, MyCase, Filevine, PracticePanther, Smokeball, Lawmatics, HighLevel, Zapier and APIs, along with other possible platforms. Confirm your exact system and connection path during the consultation.
Can staff intervene after automation starts?+
Bosseo describes automation as handling logging, routing, reminders and follow-up while people handle judgment. Your team should define when a person takes over, especially for conflicts, legal evaluation, urgent facts or exceptions.
Can follow-up differ by matter type?+
Bosseo describes follow-up sequences written for a firm and its case types, with timing, wording and channel reviewed with the firm. Your approved messages, stop conditions and legal review requirements should be settled before use.
What should we bring to the consultation?+
Bring the names of your current intake channels, CRM, case-management platform and calendar; a description of who handles each matter type; your geographic eligibility rules; examples of required intake information; and the response and booking events you want to measure.