1. Set a response path for Monroe callers
A Monroe firm may receive calls from people seeking a lawyer, existing clients or people who have reached the wrong number. Bosseo describes automatic classification as Potential New Client, Current Client or Other. That distinction can help your team decide which conversations need an intake review, a client-service response or a different disposition. The population figure for Monroe city should not be used to predict how many calls your firm receives. It can, however, help define the geographic scope of a review: Monroe city and the firm’s stated service area in Snohomish County are different from a claim about all Washington callers.
Recommended approach
Write down the acceptable path for each caller category before evaluating the service. Decide which details should be collected for a new inquiry, which matters should go to an existing-client contact and which calls should be marked for staff review. Ask Bosseo to demonstrate those paths using your actual practice areas and service boundaries.
