1. Start with the matters your Fairhope firm actually accepts
Bosseo describes Video Intake as a guided survey that qualifies an inquiry by case type, urgency and fit. Its public product page also says each practice area can have its own question path and that the survey can be weighted toward the work a firm wants to grow. That makes practice-area definition the first decision for a Fairhope firm—not population-based assumptions about what local residents need. Decide whether the experience should cover matters originating in Fairhope, matters across Baldwin County, or a wider Alabama service area. Those are different routing and eligibility questions.
Recommended approach
Write an acceptance brief before reviewing the visitor experience. List the practice areas, basic geographic limits, urgent situations that need a different response and inquiries the firm does not want routed to a consultation calendar. Ask Bosseo to show how those rules would appear in the proposed flow. Keep legal judgment with the firm; the intake should collect and route information, not imply that a visitor has received legal advice.
