1. Start with the questions your firm actually needs answered
Bosseo describes Video Intake as a guided survey built around practice areas and case types. Its public page says the flow can capture information such as case type, urgency, fit and matter details, rather than relying on a name, phone number and open text box. For a firm serving Marengo and McHenry County, that distinction matters because geographic eligibility and legal fit are separate decisions. A visitor may identify Marengo as the relevant municipality while the firm still needs to determine whether the matter is within its practice scope, service area and intake policy.
Recommended approach
List the facts that determine whether an inquiry should move forward. Separate location, practice area, timing, conflict information, urgency and next action. Do not use Marengo’s population as a proxy for demand or as a reason to add questions. Review whether each question helps the visitor explain the matter or helps the firm make a documented routing decision.
