1. Start with the matters your Decatur firm actually evaluates
Bosseo describes Video Intake as a guided video survey that lives on a law-firm website. Visitors answer questions through a branching path built around the firm’s practice areas. The public product description says completed inquiries can be qualified by case type, urgency and fit, with the survey weighted toward the work the firm wants to grow. That makes the first implementation decision substantive: identify which distinctions help your team decide whether to continue, decline or redirect an inquiry. Decatur’s recorded county relationships are Limestone County and Morgan County, but that geographic fact does not tell you which matters you should accept or whether visitors from either county will use video intake. Your firm must define its service boundaries and matter criteria.
Recommended approach
Bring your current practice-area and conflict-screening questions to a review. Decide which questions belong in the initial path, which answers require human review and which geographic details matter to your own engagement policy.
