1. Start with the matters your La Presa practice actually accepts
Bosseo’s public Video Intake description says the guided survey can be built around a firm’s practice areas, with a question path for each case type. It also describes qualification around case type, urgency and fit, plus weighting toward work the firm wants to grow. For a firm serving La Presa and San Diego County, that means the first design decision is not the city label. It is the boundary between matters your firm reviews and matters it does not. The Census geography supports describing La Presa as part of the firm’s service area, but it cannot tell you which legal questions visitors will submit or which practice areas deserve priority.
Recommended approach
List the practice areas you want the intake to address, then define the minimum facts needed for an initial review. Ask Bosseo to show how different answers produce different paths, how unsuitable inquiries are handled and who can change the rules. Keep the flow aligned with the firm’s actual acceptance criteria rather than treating every website visitor as the same type of prospect.
