1. Map the Tumwater inquiry before choosing automation
Your service area and your operating workflow are different questions. Tumwater’s recorded county relationship is Thurston County, but the population record does not show how many people contact law firms, which matters they ask about or when they reach out. Bosseo’s public Automation description starts with mapping where leads come from, who handles them, which system receives them and what happens next. That makes the first decision operational: document the path for inquiries your firm actually receives from Tumwater and elsewhere in Thurston County, rather than designing rules from population alone.
Recommended approach
Bring your current website, intake, CRM, case-management and calendar paths to the review. Ask Bosseo to identify the first action after a form, call, chat or video intake and the owner of each subsequent action.
