1. Build the intake around the matters you actually review
Bosseo states that CLIONT can use a question path for each case type and can weight qualification toward the work a firm wants to grow. That makes practice-area definition the first decision, not a population-based assumption about Lone Tree. Your firm should identify which matters it accepts, which it declines, which facts require attorney review and which inquiries should not reach a calendar. A visitor in Lone Tree may be seeking a matter your firm handles, a matter outside its scope or an issue requiring a different response. The intake should make those distinctions explicit without treating a city address as proof of fit.
Recommended approach
Bring your current practice-area criteria, conflict-screening boundaries and decline reasons to the consultation. Ask Bosseo to show how each proposed path would capture only the information your firm is prepared to review and how an out-of-scope response would be handled.
