1. Build the intake around the matters your Morris firm actually reviews
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. Bosseo says the flow can be organized by case type and can ask about fit, urgency and matter details before an inquiry reaches the team. That makes practice-area definition the first decision. A Morris firm should distinguish matters it evaluates in Morris from matters it may handle elsewhere in Grundy County or outside its service area.
Recommended approach
List the practice areas the firm currently accepts, declines or refers. For each one, decide the geographic questions, timing questions and basic eligibility information a visitor should see. Keep the path narrow enough that a visitor can answer clearly, and send uncertain situations to human review rather than treating a survey response as a legal conclusion.
