1. Build the intake around the matters your Montville firm accepts
Bosseo describes Video Intake as a guided survey that qualifies an inquiry by case type, urgency and fit. The public product page also describes separate question paths for different practice areas and weighting toward the work a firm wants to grow. That makes the first decision operational: identify the matters your firm serves in Montville and the surrounding Southeastern Connecticut Planning Region, then determine which answers distinguish an appropriate inquiry from one your firm cannot accept. The local geography should affect routing and eligibility questions only where your practice actually uses it. Montville’s population estimate does not establish which legal services residents need or whether visitors will complete an intake.
Recommended approach
Bring your current practice-area list, acceptance rules and geographic limits to the consultation. Ask Bosseo to show how each path would handle an eligible Montville inquiry, an inquiry from elsewhere in the Southeastern Connecticut Planning Region, and a matter outside the firm’s scope. Treat any proposed question set as a decision to review, not as a conclusion derived from population data.
