1. Start with the matters your Matteson firm actually wants to review
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each case type can have its own question path, and Bosseo says the flow can be weighted toward higher-value work while screening price-sensitive or low-fit inquiries. That makes practice-area selection the first substantive decision. Your firm should not treat every visitor from Matteson or elsewhere in Cook County as the same kind of inquiry.
Recommended approach
Bring a current list of the matters you accept, decline, refer, or need to review manually. In the consultation, compare those categories with the questions a visitor must answer. Decide which answers indicate fit, urgency, or a need for attorney review. Keep the flow focused on decisions your team can make consistently rather than adding questions simply because they sound useful.
