1. Start with the matters your Quincy firm actually evaluates
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. Its question paths can be organized around practice areas and can qualify an inquiry by case type, urgency and fit. The public product description also says the flow can be weighted toward the work a firm wants to grow and can screen price-sensitive or low-fit inquiries before they reach the calendar. For a Quincy firm serving Adams County, that makes practice-area boundaries more important than broad geographic assumptions. A visitor from Quincy may need a different path from a visitor asking about a matter outside the firm’s scope, but the firm should define that distinction itself.
Recommended approach
List the case types you accept, decline or refer. For each accepted type, identify the facts that determine whether a person should receive a consultation, a follow-up request or a clear non-fit response. Review whether location is relevant to eligibility, and define how the firm handles inquiries from outside Adams County before the flow is configured.
