1. Map the path from first inquiry to next action
Bosseo describes Automation as a connection between marketing, intake and operations. Its public product page lists a flow in which an inquiry is captured, logged and tagged, synced into firm systems, and made ready for work. That matters more than a generic promise of “automation”: you need to identify your firm’s actual entry points and the action each one should trigger. A Green River practice may serve clients within Sweetwater County or elsewhere in Wyoming; the city’s county relationship does not establish where your inquiries originate or which matters you accept. Review those boundaries directly instead of deriving them from population data.
Recommended approach
Bring a current intake map to the consultation. Mark every website form, call, chat or video-intake entry point, the person or team that receives it, the system where it is recorded, and the next required action. Decide which geographic and matter eligibility questions belong in intake before discussing automation rules.
