1. Match the intake path to the matters you review
Bosseo describes Video Intake as a guided survey with a question path for each case type. Its public page says the flow can capture case type, urgency and fit, and that completed inquiries arrive with answers attached. That matters more than a generic “tell us about your case” field when your firm evaluates different kinds of work. An Arlington Heights firm may need to distinguish the local intake area from matters handled elsewhere in Cook County or Illinois, but the correct boundaries and questions must come from your practice—not from population data.
Recommended approach
List the practice areas you want to evaluate through the website. For each one, identify the facts required before a consultation, the matters that need prompt human review, and the inquiries that should not be placed on the same calendar. Ask Bosseo to show how those distinctions would appear in the proposed question paths. Treat every flow as a policy decision requiring attorney review.
