1. Match the intake path to the matters you review
Bosseo says each practice area can have its own question path and that a visitor’s inquiry is qualified by case type, urgency, and fit. The public product page also describes weighting toward the work a firm wants to grow. That makes the first South Windsor decision a practice-management decision: which matters should receive a structured web intake, and which should go directly to a person or another channel? The town’s relationship to the Capitol Planning Region helps define the geographic label for this page, but it does not tell you which practice areas are viable or which inquiries are suitable for automation.
Recommended approach
List the matters your firm accepts, declines, refers, or reviews only after additional screening. For each, identify the few facts that determine the next action. Ask Bosseo to show how those distinctions would appear in the proposed flow. Keep the rules tied to your actual acceptance policy rather than treating population as evidence of demand.
