1. Design the first conversation around the matters you actually review
Video Intake is described by Bosseo as a guided video survey that can qualify inquiries by case type, urgency and fit. Bosseo’s published product information also describes practice-area-specific question paths and weighting toward the work a firm wants to grow. That makes the central planning question practical: which answers does your team need before deciding whether to contact a visitor? A North Miami firm may serve people within North Miami, elsewhere in Miami-Dade County or beyond, but the intake should not imply a geographic scope the firm does not accept. Define service areas and matter categories from your own practice rather than from population alone.
Recommended approach
List the practice areas the firm is prepared to review, the matters it does not handle and the initial facts that distinguish a possible fit from an incomplete inquiry. Have the responsible attorney review the wording and any advertising implications before publication. The Florida Bar provides advertising guidance and resources; this page does not certify compliance or provide legal advice.
