1. Shape the intake around the matters your firm actually reviews
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. Each practice area can have its own question path, and the survey can be weighted toward the work the firm wants to grow. That makes the first decision substantive: which Berthoud visitors should see which questions? A firm serving people in Berthoud, Larimer County and Weld County may need to distinguish practice areas and matter locations, but the town’s 2020–2024 ACS population estimate of 12,411, with a margin of error of 187, does not establish legal demand, case volume or staffing requirements. Use the geographic relationship to define review rules, not to predict intake volume.
Recommended approach
List the practice areas you accept, decline or refer. For each, specify the minimum facts needed for an initial review and whether Berthoud, Larimer County or Weld County changes ownership or eligibility. Keep the flow focused on decisions your team can make from the submitted information.
