1. Define what a qualified Staples inquiry means
Bosseo describes Video Intake as a guided video survey that lives on a law firm website. Its public product description says the flow can qualify inquiries by case type, urgency and fit, and can be weighted toward the work a firm wants to grow. Those capabilities make the firm’s definition of a qualified inquiry the first decision—not the video itself. A Staples firm should identify which matters it accepts, which facts determine fit, and which situations require a human review before any next step. The local fact matters because Staples is a CDP rather than a county or a metropolitan area. Do not use the Staples population estimate as a proxy for the number of prospective clients or for a service-area forecast.
Recommended approach
Bring a written acceptance and exclusion list to the consultation. Ask Bosseo to show how each proposed question maps to a decision your team is authorized to make. Keep population, geography and eligibility questions separate from assumptions about demand.
