1. Match the intake path to the matters you actually review
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Visitors can answer questions about their situation, and the intake can be qualified by case type, urgency and fit. For a Westport firm, the relevant local fact is the geographic scope itself: Westport is a Connecticut municipal town associated in the Census record with the Western Connecticut Planning Region. That relationship does not tell you which matters the firm accepts. Your practice areas, service boundaries and conflicts rules must determine the path.
Recommended approach
List the matter types the firm wants to evaluate from Westport visitors. For each, separate questions that establish basic fit from questions that belong in a later consultation. Decide what should stop the flow, what should request follow-up and what should permit a calendar step. Do not use population as a proxy for case demand.
