1. Map the Duvall-to-King County intake path
Your service area may include Duvall and other parts of King County, but geography alone does not tell you how inquiries arrive or who should handle them. Start with the paths that actually exist: website forms, calls, chat and any video intake. Bosseo describes Automation as a connection between marketing, intake and operations, with inquiries logged, tagged, routed and followed up. The local decision is whether your routing rules reflect the geographic and matter coverage your firm has chosen—not whether Duvall’s population can predict future cases.
Recommended approach
List each intake source, the locations and matter types you accept, the person or team responsible for each inquiry, and the action that should follow. Ask Bosseo to review whether those rules can be represented in your existing systems.
