Will Automation replace our CRM or case-management system?+
Bosseo describes Automation as connecting the systems your firm already uses rather than replacing them. Confirm the exact behavior for your current platforms during the consultation.
Can we keep Airway Heights separate from Spokane County in our records?+
That should be treated as a field-design decision. Airway Heights is a city in Spokane County, so ask for separate city and county values if that distinction matters to your intake or reporting. The consultation can review how those values should be stored in your systems.
What happens when an inquiry arrives outside office hours?+
Bosseo describes automated capture, logging, tagging, follow-up and task assignment. Review your firm’s approved after-hours message, escalation rules and human response responsibilities before adopting a workflow.
Can different case types receive different follow-up?+
Bosseo’s public page describes follow-up sequences by case type. Your firm must decide which case types are appropriate, what each sequence says, when it stops and when a person takes over.
Which systems can Bosseo connect?+
Bosseo publicly lists Clio, MyCase, Filevine, PracticePanther, Smokeball, Lawmatics, HighLevel, Zapier and APIs among its connection options. Ask Bosseo to confirm your exact software, fields and required handoffs.
How should we judge whether Automation is a fit?+
Review whether it can support your actual capture paths, approved fields, routing rules, follow-up, escalation and measurement needs. Do not use the Airway Heights population estimate as a forecast of inquiries, cases or revenue.