1. Shape the intake around the work your Turlock firm accepts
Bosseo describes Video Intake as a guided survey built around practice areas and case types. Bosseo says each practice area can have its own question path, with qualification directed toward the work a firm wants to grow. That makes the first decision substantive: identify the matters your firm actually reviews, then separate essential screening questions from questions better handled during a consultation.
Recommended approach
Bring your current practice-area criteria to the review.
