1. Start with the matter types you actually review
Bosseo’s public Video Intake page describes a guided survey built around a firm’s practice areas. Each practice area can have its own question path, and inquiries can be delivered tagged by case type. For a firm serving Tolland, the useful starting point is your real intake boundary: which matters do you accept, which do you decline, and which require attorney review before anyone offers a next step? Tolland’s relationship to the Capitol Planning Region helps define the location you are evaluating, but it does not establish which legal services local visitors need.
Recommended approach
Bring your current practice-area list and examples of matters that commonly require clarification. Ask Bosseo to show how those distinctions would affect the visitor path, qualification rules, and internal ownership. Do not approve a generic questionnaire merely because it collects more fields; approve questions that help your firm make a real intake decision.
