1. Design the intake around the work your firm accepts
Bosseo describes Video Intake as a guided survey that can qualify inquiries by case type, urgency and fit. Its public product page also says each practice area can have its own question path and that the survey can be weighted toward the work a firm wants to grow. That makes practice-area definition the first substantive decision. A Firestone firm should not use the town’s population estimate as evidence of a particular legal need, call volume or language preference. Instead, identify the services your firm actually wants to evaluate and the facts that determine whether an inquiry belongs in each path.
Recommended approach
Bring your current practice-area names, acceptance boundaries and obvious disqualifiers to a consultation. Ask Bosseo to show how those choices would be represented in separate question paths. Keep the first version tied to decisions your team can make consistently; do not add questions merely because they sound comprehensive.
