1. Build the Safford intake around the matters you actually review
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. Its public page also states that each practice area can have its own question path and that the flow can be weighted toward the work a firm wants to grow. That makes the first decision substantive: which matters should the visitor be asked about, and which answers require human review? Graham County and Safford should be used to define the geographic scope of the page and the firm’s service area—not to assume that every resident is a prospective client or that a particular practice area is in demand.
Recommended approach
Before booking a review, list the practice areas the firm is prepared to assess and the geographic limits it uses for new matters. Ask Bosseo how those distinctions would appear in the intake path, and decide which answers should qualify, pause, decline or escalate an inquiry. Keep the questions tied to actual intake decisions rather than adding questions merely because the form can contain them.
