1. Start with the matters your Paso Robles firm actually accepts
Video Intake is built around practice areas rather than a generic paragraph box. Bosseo describes separate question paths by case type and says the flow can be weighted toward the work a firm wants to grow. That makes your acceptance policy the starting point. List the practice areas you serve from El Paso de Robles (Paso Robles) and San Luis Obispo County, then distinguish matters that require immediate human review from matters that should not reach the calendar. The city is recorded as a municipality in San Luis Obispo County; that geographic relationship can inform the location questions and ownership rules you review, but it does not establish which matter types residents need or which inquiries will arrive.
Recommended approach
Bring your current practice-area list, acceptance criteria and conflicts-screening boundaries to the consultation. Ask Bosseo to show how each proposed path captures the minimum information your team needs without turning an intake tool into legal advice. Decide whether location should be collected as an eligibility question, a routing field or both.
