1. Shape the intake around the work your Cottonwood firm accepts
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. Each practice area can have its own question path, and the flow can be weighted toward the work a firm wants to grow. That matters more than treating every Cottonwood visitor as the same kind of prospect. Cottonwood city is recorded in Yavapai County, but the city boundary does not by itself define your service area, eligibility rules or office coverage. Decide which locations, matter types and conflicts questions belong in the first path before discussing implementation.
Recommended approach
Bring your accepted and declined matter categories to the consultation. Ask how the experience should distinguish a potentially suitable inquiry from one that needs a different response, and identify which questions require attorney review rather than automated screening.
