1. Map the Hyde Park inquiry path before changing it
A firm serving Hyde Park may receive an inquiry through a website form, call, chat or video intake. Bosseo’s public Automation page describes these as possible entry points and says the product can move information into a CRM and case-management system. The local fact that matters here is geographic scope: Hyde Park is a municipality in Cache County, not a synonym for the whole county or for every person who may contact the firm. Decide which inquiries belong in the same workflow and which require separate treatment by service area, matter type or consultation policy.
Recommended approach
Bring a current intake example to the consultation. Identify where a Hyde Park inquiry first arrives, who owns it, what information is captured, and what should happen next. Ask Bosseo to distinguish a workflow for Hyde Park from any broader Cache County service area rather than treating the two labels as interchangeable.
