1. Shape the intake around the matters your Mountain House firm accepts
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each practice area can have its own question path, and the public product description says the flow captures information such as case type, urgency and fit. That matters when your firm serves Mountain House but does not accept every type of legal matter. A visitor’s location alone cannot establish whether the inquiry belongs with you; your intake rules must do that.
Recommended approach
Bring your actual acceptance criteria to the consultation. Decide which case types deserve a dedicated path, which questions are necessary before a response and which inquiries should be declined or redirected. Keep the geographic rule precise: Mountain House is in San Joaquin County, so decide whether your service area includes the city, the county, California more broadly or another defined set of locations. Do not treat the Mountain House population estimate as a forecast of cases or demand.
