1. Match the intake path to the work your Gilbert firm actually reviews
Bosseo says Video Intake can use a separate question path for each practice area and can weight qualification toward the work a firm wants to grow. That distinction matters more than simply replacing a contact form. A visitor considering one type of legal service should not be asked to describe the matter using questions designed for another type of work. For a firm serving Gilbert in Maricopa County, begin by identifying the practice areas and geographic boundaries the firm is prepared to review. Do not treat the town’s population estimate as proof that any particular legal category has demand. Instead, use the consultation to examine your existing intake categories, declined-matter reasons and calendar rules.
Recommended approach
Ask Bosseo to show how each proposed path would identify the practice area, capture the facts your team needs for an initial review and stop when the inquiry is outside scope. Decide which questions are required, which are optional and which answers should trigger human review.
