1. Map the first inquiry to a named next action
Bosseo describes Automation as a connection between a website, CRM and case-management process. Its public product page lists capture from forms, calls, chat and video intake, followed by logging, tagging, routing and follow-up. That matters for a firm serving Five Corners because the local label alone does not tell you how inquiries arrive or which matter types deserve different handling. The decision should be based on your own sources and records, not on the CDP population estimate. Review every current entry point and identify the immediate next action for each one: a human review, a consultation invitation, a conflict check, a decline, or another firm-defined step.
Recommended approach
Bring a current intake map to the consultation. Mark where each inquiry lands, what information travels with it, and where a person must make a judgment. Ask Bosseo to distinguish a supported connection from a step that would require additional review or custom work.
