1. Shape the intake around the work your Huntley firm accepts
Bosseo describes Video Intake as a guided survey built around case type, urgency, fit, and matter value. Its public page also describes separate question paths for different practice areas and weighting toward work a firm wants to grow. That makes practice-area definition the first buying decision. A firm serving clients in Huntley and handling matters across Kane County, McHenry County, or elsewhere in Illinois should decide which geographic facts actually affect eligibility, conflicts, venue, deadlines, or ownership. Do not treat Huntley’s population as proof that every practice area needs the same path.
Recommended approach
Bring a current list of accepted matter types, excluded matters, geographic limits, urgency triggers, and handoff owners to the consultation. Ask Bosseo to show how those decisions would be represented in the proposed flow. Keep the questions necessary for an initial review; do not ask visitors to provide more sensitive information than your firm needs at that stage.
