1. Match the survey to the work your Hillcrest firm accepts
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each matter type can have its own question path, rather than asking every visitor to write an unstructured paragraph. That distinction matters for a firm serving Hillcrest and Kern County: the geographic label identifies the service area, but it does not identify the practice areas, eligibility rules or facts your firm uses when deciding whether to speak with someone.
Recommended approach
Bring your current practice-area screening questions to the review. Decide which questions establish basic fit, which require attorney or staff judgment, and which should never be treated as an automatic rejection. Ask Bosseo to show how the proposed paths would distinguish those categories without turning a preliminary website inquiry into legal advice.
