3. Make qualification rules visible before inquiries arrive
The public Video Intake page says the survey can be weighted toward selected high-value work and can screen for fit, urgency and matter value. Those are product claims, not a reason to assume that a particular inquiry will qualify or that a visitor will become a client. Your firm still has to define what “fit” means. For example, that may include practice area, incident timing, location, opposing-party conflicts, current representation or a matter type outside the firm’s scope. A Lafayette-focused flow may also need a clear distinction between serving Lafayette, serving other parts of Boulder County and accepting matters elsewhere in Colorado.
Recommended approach
Create written acceptance, review and decline rules before configuring weighting. Have an attorney approve language that could affect expectations, deadlines, conflicts or confidentiality.