1. Match the intake path to the matters you accept
Bosseo says its Video Intake product uses a guided survey built around a firm’s practice areas and asks questions one at a time. It describes qualification by case type, urgency and fit, with weighting toward work the firm wants to grow. For a firm serving South Pasadena in Los Angeles County, the practical issue is not the city’s population estimate; it is whether the firm can define clear acceptance rules for the geographic area and matters it serves. A visitor should encounter questions that reflect the firm’s actual scope rather than a generic request to describe a problem.
Recommended approach
Before booking, list the practice areas you want the intake to address, the matters you do not accept, the minimum facts needed for an initial review, and the circumstances requiring human escalation. Ask Bosseo how those rules would be represented in the proposed flow. Treat any qualification weighting as a business decision that requires attorney review.
