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, so a visitor seeking help with one kind of matter need not receive the same prompts as a visitor seeking another. For a firm serving Fruitridge Pocket within Sacramento County, begin by identifying which matters the firm accepts from that service area and which details determine whether an inquiry deserves a consultation. Do not use the local population estimate as a proxy for case demand. Instead, review your own intake records and decide which questions are necessary for an initial fit decision.
Recommended approach
Bring a short list of accepted matter types, excluded matters, service-area boundaries and escalation conditions to the consultation. Ask Bosseo to show how those decisions would be represented in separate paths and what your team would review when a visitor completes one.
