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. Bosseo 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.
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.
