1. Build the intake around the matters your firm actually reviews
Bosseo describes Video Intake as a guided survey that lives on a law firm’s website. Its public page says the flow can qualify visitors by case type, urgency and fit, with a separate question path for each practice area. For a firm serving Welby in Adams County, the first decision is therefore not whether every visitor should receive the same form. It is whether the firm can define distinct review paths for the legal matters it accepts and the geographic scope it serves. Do not treat Welby’s population estimate as evidence that a particular practice area has demand. Use the consultation to compare your existing practice priorities with the inquiries you already receive.
Recommended approach
List the practice areas you want the intake to distinguish. For each, identify the minimum facts needed for an initial review, the matters that should be declined, and the geographic questions your team uses when service area matters.
