1. Build the intake around the work your Margaret firm accepts
Video Intake is designed around practice-area question paths rather than one generic message box. Bosseo’s public product description says the guided survey can qualify inquiries by case type, urgency and fit, with questions built around the firm’s practice areas. That distinction matters when a firm serves Margaret but may also handle matters elsewhere in St. Clair County. The form should make the geographic boundary clear without treating every visitor from the municipality as a fit. Review which locations, matter types and circumstances your firm can actually evaluate. Then decide which answers should lead to a consultation, a staff review or a clear next step.
Recommended approach
Prepare a written acceptance map for each practice area. Include service territory, matter type, timing questions, conflicts-related handoff language and the information a lawyer needs before deciding whether to speak with the visitor.
