1. Start with the matters your Eagle firm wants to review
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each case type can have its own question path, and the flow can be weighted toward the high-value work a firm wants to grow. For an Eagle practice serving clients in Eagle County, that makes the first planning question specific: which matters should receive a complete intake, and which should be screened before a calendar invitation or staff callback? The Census record identifies Eagle as a municipality in Eagle County, but it does not establish legal demand, competition or the mix of matters your firm receives. Your intake rules must come from your practice and consultation policy.
Recommended approach
List the practice areas you want the widget to address. For each one, identify the facts an attorney or intake owner needs before deciding whether to speak with the visitor. Separate required questions from information that can wait until a consultation. Ask Bosseo to show how those distinctions would appear in the proposed flows.
