1. Match the intake path to your actual practice areas
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each visitor can move through a question path for the relevant case type rather than submitting the same open text box for every matter. That distinction matters for a firm serving Locust Grove in Henry County: a local service page should not treat a city, county, judicial circuit or court class as interchangeable. The intake path should therefore identify the service relationship your firm actually accepts instead of assuming that a Locust Grove visitor belongs in every practice-area queue.
Recommended approach
List the matters you want to evaluate, the matters you do not handle and any location or court questions your attorneys need answered. Review each path with the responsible attorney before it is used. Georgia Courts publishes official resources for citizens and legal professionals, while the State Bar of Georgia publishes professional guidance; neither source makes a generic local intake path appropriate for every matter.
