1. Start with the matters you actually accept
The Thermalito CDP is recorded in Butte County. If your firm serves that community as part of a wider Butte County practice area, the intake should distinguish the matter types and geographic facts that affect eligibility rather than treating every inquiry as identical. Bosseo describes Video Intake as a guided survey built around case type, urgency and fit, with a separate question path for each practice area. That makes the first decision your acceptance policy: which matters should proceed, which need review, and which should be declined or redirected?
Recommended approach
Bring your current practice-area and geographic acceptance rules to the consultation. Decide which questions are essential for an initial review, which answers should trigger escalation, and whether Thermalito belongs in a broader service-area path or needs a distinct routing rule. Do not use the 6,720 population estimate as a forecast of inquiries.
