1. Shape the intake around the work you actually review
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. The public product page says each practice area can have its own flow and that qualification can be weighted toward the high-value work a firm wants to grow. That makes the first decision substantive: identify the matters your firm is prepared to evaluate from people in Lochbuie, Adams County and Weld County, rather than presenting one undifferentiated questionnaire to every visitor. The location record establishes that Lochbuie is a municipality with relationships to both counties; it does not establish which legal matters residents need or which matters your firm accepts.
Recommended approach
Bring a current list of accepted, declined and referral-only matter types to the consultation. Ask Bosseo to show how those categories would affect the question path and how the firm could revisit the rules when its priorities change.
