1. Match the intake path to the work you actually accept
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. The public product page also describes separate question paths for practice areas and weighting toward work a firm wants to grow. That makes the first implementation decision substantive: identify the matters your Coronado firm wants the website to surface, rather than placing every visitor into one generic questionnaire. Coronado is a city in San Diego County, so your geographic rules should be stated by your firm’s actual service area. The available Census record does not show which legal matters people seek, whether they search online, or whether a particular practice area has demand.
Recommended approach
Bring a current list of accepted, declined and referred matter types to the consultation. Decide which distinctions belong in the first question path, which require human review, and whether the flow should ask about service location before routing an inquiry. Keep any Coronado or broader San Diego County eligibility rule tied to your real representation policy, not to the city’s population estimate.
