1. Match the intake path to the matters you actually review
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each practice area can have its own question path, while completed inquiries are tagged by case type. That matters when your Foothill Farms service area sits within Sacramento County: geography alone does not tell you which matters are appropriate for your firm. Your intake should reflect your real acceptance rules rather than treating every website visitor alike.
Recommended approach
List the matter types you want to evaluate, the matters you do not handle, and the first answers that determine fit. Ask Bosseo to show how those decisions would be represented in the proposed flow.
