1. Build the intake around the work your Fort Morgan firm accepts
CLIONT, Bosseo’s Video Intake software, is described as a guided video survey that lives on a law-firm website. Its flows are organized around practice areas and case types, with questions that can address timing, fit and matter details. That makes the first decision a legal one: identify the matters your firm wants to evaluate, then distinguish those matters from inquiries the firm does not handle. Fort Morgan is in Morgan County, so your review should state whether geography is part of qualification for matters from Fort Morgan, elsewhere in Morgan County or outside the firm’s service area. Do not treat the city’s population estimate as proof that any particular practice area has demand.
Recommended approach
Bring a current list of practice areas, accepted matter types, geographic boundaries and basic disqualifiers to the consultation. Ask Bosseo to show how each proposed path would differ and how a visitor should be handled when the answers do not establish fit.
