1. Start with the matters your Orcutt firm is prepared to review
Bosseo describes Video Intake as a guided survey organized around practice areas and case type. Its public product description says the flow can capture information such as case type, urgency and fit, and that qualification can be weighted toward work the firm wants to grow. For a firm serving Orcutt in Santa Barbara County, the useful local decision is not to assume that the community creates a particular type of legal need. Instead, identify which matters your firm actually accepts from this service area and which should be declined, redirected or reviewed by a person.
Recommended approach
Bring a written acceptance policy to the consultation. Separate practice areas, exclusions, minimum information, urgency triggers and matters that require immediate human review. Ask Bosseo to show how those distinctions would be represented in a Video Intake path without presenting the population estimate as evidence of demand.
